Category Archives: Batteries

Benchmark hails overwhelming reaction to Senate hearing on energy, EV supply chains

Benchmark Mineral Intelligence has welcomed the overwhelming reaction to the US Senate hearing on Tuesday 5 February in Washington, DC, which focused on electric vehicle and energy storage supply chains.

Led by Chairman Lisa Murkowski (Alaska), the hearing was the first of the US Senate Committee on Energy and Natural … Read more

Who is winning the global lithium ion battery arms race?

The rise of electric vehicles (EVs) has caused upheaval in the lithium ion battery industry.

Before Elon Musk announced Tesla’s intention to build the world’s biggest lithium ion battery plant, The Gigafactory 1, lithium ion batteries were somewhat of a cottage industry geared to supplying a mobile consumer market for … Read more

EV Parking Bay

Has Glencore given electric vehicles the extra push to engineer cobalt out of a battery?

Is cobalt becoming its own worst enemy? Simon Moores, Managing Director, Benchmark Mineral Intelligence explores Glencore’s latest move to pull hydroxide supply from the market in the midst of contract negotiating season and what it means for cobalt’s strained relationship with cathode, battery and electric vehicle (EV) producers.

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On … Read more

Benchmark Minerals’ Simon Moores talks lithium ion battery megafactories with Cobalt27

Benchmark’s Simon Moores recently featured in an interview with Cobalt27 and spoke about the emergence of lithium ion battery megafactories, where the demand is coming from and the implications for raw material supply chains.

In the Q&A Simon explains how in 2014 Benchmark Mineral Intelligence coined the term megafactories and … Read more

Wake up or be disrupted: BYD’s Micheal Austin keynotes Benchmark Minerals Week 2018, warns lithium ion battery industry

It was a pleasure for the Benchmark Minerals team to welcome Micheal Austin, BYD America’s Vice President as the keynote to Cathodes 2018, the world’s leading lithium ion battery and electric vehicle supply chain conference.

Since 2007 when Micheal joined BYD, he has been a true pioneer in the electric … Read more

DOWNLOAD: Lithium, cobalt prices enter new period of volatility as era of EV begins; vanadium awaits lithium ion moment

Lithium and cobalt prices are experiencing a new period of volatility as prices crest from post-2010 highs. Both speciality minerals that are key components in an electric vehicle’s lithium ion battery began to see a downward turn in 2018.

The Benchmark World Tour 2018 – the world’s leading investor forum … Read more