Category Archives: EV

Energy density and the challenges of electrification for heavy duty vehicles

By Adam Panayi, Managing Director of Rho Motion.  The topic of electrification for truck and buses comes up more and more frequently when we talk with people interested in the electric vehicle (EV) supply chain; while the prospects for battery powered passenger cars and light duty vehicles are by now fairly clear, we see a … Continue reading Energy density and the challenges of electrification for heavy duty vehicles

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 Resources in the 116th Congress. The … Continue reading Benchmark hails overwhelming reaction to Senate hearing on energy, EV supply chains

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 smartphones, laptops, and power-tools. As … Continue reading Who is winning the global lithium ion battery arms race?

Toyota-Panasonic deal offers EV fast track for auto, battery majors

The news that Toyota, the world’s second largest car manufacturer, and Panasonic, the world’s fourth (or second largest lithium ion battery manufacturer depending on how you look at it) are forming a joint-venture is about as significant as the electric vehicle (EV) industry could have hoped to start the year with. Toyota and Panasonic will … Continue reading Toyota-Panasonic deal offers EV fast track for auto, battery majors

Benchmark Minerals to speak at BAML, Deutsche Bank – New York, This Week

If you do not subscribe and you want to attend these events, please email us at [email protected]  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 lithium ion battery to EV … Continue reading Benchmark Minerals to speak at BAML, Deutsche Bank – New York, This Week

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 for lithium ion supply chain … Continue reading DOWNLOAD: Lithium, cobalt prices enter new period of volatility as era of EV begins; vanadium awaits lithium ion moment

Benchmark Minerals addresses Zero Emission Vehicle Summit

Benchmark Mineral Intelligence’s Head of Forecasting, Andy Leyland, addressed the world’s first international Zero Emission Vehicle Summit in Birmingham yesterday. The summit, hosted by UK Prime Minister Theresa May and Transport Secretary Chris Grayling, brought together policy makers, leading electric vehicle manufacturers and lithium ion battery companies, thought leaders and academics. It was also an opportunity for the … Continue reading Benchmark Minerals addresses Zero Emission Vehicle Summit

General Motors to keynote Benchmark’s annual lithium ion battery supply chain conference

We are delighted to announce that General Motors, one of the world’s leading auto OEMs, will speak at Graphite + Anodes 2018 on Monday 22 October 2018 in Newport Beach, CA. Dr Saad Hasan, Advanced Technology Engineer at General Motors, will present on developments in EV battery technologies and the future for lithium-ion anode materials. … Continue reading General Motors to keynote Benchmark’s annual lithium ion battery supply chain conference

A new era for commodities as sustained lithium price run marks onset of EV demand – Benchmark Minerals

Prices of lithium carbonate, a key lithium ion battery raw material, have increased nearly 40% in the last 12 months as a wave of global electric vehicle (EV) production begins to have a sustained impact on the industry. Benchmark Mineral Intelligence’s Lithium Carbonate South America (99%, FOB) price – a region which accounts for 68% … Continue reading A new era for commodities as sustained lithium price run marks onset of EV demand – Benchmark Minerals

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 price publishers. This has resulted … Continue reading Plight of the PRA and how Benchmark became the lithium industry’s reference price