Category Archives: Graphite

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

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

Benchmark Minerals invited to speak at The Royal Institution on rise of the lithium ion battery

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 2019 at 1900. It will … Continue reading Benchmark Minerals invited to speak at The Royal Institution on rise of the lithium ion battery

spherical graphite

Heilongjiang, China, tops 90,000 tpa spherical graphite output as EV battery demand surges

China’s 2018 spherical graphite exports increased by 39% year-on-year as of the end of October 2018 as electric vehicle battery demand surges. Heilongjiang, China’s largest graphite producing region, recorded production of over 90,000 tonnes of spherical graphite from Hegang, a number it seeks to increase to over 100,000 tpa (tonnes per annum) by 2020, with … Continue reading Heilongjiang, China, tops 90,000 tpa spherical graphite output as EV battery demand surges

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

Bigger than Giga: Tesla’s plan for 3 more battery megafactories

Tesla’s latest financial results not only painted a rosy picture for the clean energy crusader in 2016 but also hinted at significant future infrastructure expansions putting further strain on already stretched raw material markets. In January production of Tesla’s new 2170 cell – which will be used in energy storage as well as the Model … Continue reading Bigger than Giga: Tesla’s plan for 3 more battery megafactories

Elon Musk: Our lithium ion batteries should be called Nickel-Graphite…

… Yet Tesla executives fail to allay lithium shortage fears // Tesla CEO Elon Musk and CTO JB Straubel have attempted to play down the role of lithium in a lithium ion battery, but could have inadvertently given themselves further supply headaches. In response to a question of whether there is enough lithium supply, Musk … Continue reading Elon Musk: Our lithium ion batteries should be called Nickel-Graphite…

Graphite demand from lithium ion batteries to more than treble in 4 years

Demand for graphite (carbon) used as anode material in lithium ion batteries is set to increase by over 200% in the next four years as global cell production surges on the back of maturing pure electric vehicle demand and the inception of the utility storage market. New data from Benchmark Mineral Intelligence forecasts the anode … Continue reading Graphite demand from lithium ion batteries to more than treble in 4 years

Chart: Flake graphite capacity utilisation drops below 50%

Weak flake graphite concentrate demand has forced global capacity utilisation under 50% for a second consecutive year. Flake graphite is used primarily in the steel industry – in refractory bricks and as a recarburising agent – and as a feedstock for battery anodes.  Although there was a marginal increase in production as a result of new … Continue reading Chart: Flake graphite capacity utilisation drops below 50%

Goldman Sachs: Wind & solar the “new shale gas”

Leading investment bank publishes The Low Carbon Economy // Benchmark advises on the lithium and battery supply chains // Solar and wind “the new shale gas” // Albemarle and Tesla identified as investment targets // ——————————— Goldman Sachs has declared wind and solar power industries the “new shale gas” in its first ever published opinion on … Continue reading Goldman Sachs: Wind & solar the “new shale gas”