As China expands its battery supply chain to feed its increasing appetite for electric vehicles, its graphite and anode industry is adapting. In this environment, Inner Mongolia has become the centre of China’s anode production expansions, largely driven by low energy costs relative to other regions.
Battery anodes largely consist … 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
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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
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 … 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
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 … Read more
… 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 … Read more
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 … Read more
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 … Read more