Battery megafactories are coming online and into production at a phenomenal rate. There are now 99 megafactories in the pipeline, with over 2,000 gigawatt hours (GWh) of capacity in the industry’s pipeline for 2028.
But not all batteries are the same – the battery industry can be roughly split into … Read more
Benchmark Mineral Intelligence’s Lithium ion Megafactory Assessment exceeds 2,000 gigawatt hours (GWh) as the first solid state battery plant was added to the tracker in the July 2019 review published in August 2019.
Benchmark Minerals is now tracking 96 battery plants with a total capacity 2,030.1 GWh of production by … Read more
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
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
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The year is off to a grandstand start for the Benchmark Mineral Intelligence Team.
Two subscriber only events in New York this week kicks off what will be a defining year for the … Read more
Benchmark Mineral Intelligence has been invited to speak at a special event for the UK public being held at The Royal Institution of Great Britain in London.
The Battery – Inside Out is an event supported by new UK battery initiative, The Faraday Institution, taking place on Tuesday 12 March … Read more
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.
On … Read more
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
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
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