Category Archives: Energy storage

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

Lithium ion battery China

Tesla’s Gigafactory to be world’s biggest battery plant, but China will dominate electric vehicle lithium ion production for next decade

Tesla’s Gigafactory 1 is coming of age.

The ramp up of the battery megafactory in Nevada to a production level of 15GWh and a run rate of 20GWh by end-2018 will make the lithium ion plant the world’s largest.

Despite Tesla’s significant progress in adding new global lithium ion battery … Read more

Plight of the PRA and how Benchmark became the lithium industry’s reference price

Since its inception in 2014, the rise of Benchmark Mineral Intelligence as the lithium industry’s reference price has been the ideal case study for how the commodities publishing industry is changing.
Scandals such as libor and credit ratings fixes have brought scrutiny (and with it a police raid) on commodity
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