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
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?
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 how these lithium ion battery factories have … Continue reading Benchmark Minerals’ Simon Moores talks lithium ion battery megafactories with Cobalt27
Benchmark Mineral Intelligence‘s cobalt and cathodes analyst, Caspar Rawles was recently cited in an article written by CNBC science journalist, Robert Ferris “Electric vehicle demand leads to skyrocketing number of lithium ion battery megafactories around the world” The article discusses a recent Benchmark blog post regarding the ‘Global battery arms race’ and the development of … Continue reading Benchmark cited in CNBC on the global battery arms race
Since Benchmark Mineral Intelligence coined the term Battery Megafactory in 2014 the landscape of the lithium ion battery industry has changed significantly. Early on, Benchmark noticed a step change in the way battery supply and demand was developing and the corresponding growth in the size of planned cell production plants on a multi-gigawatt scale. These … Continue reading Rise of the lithium ion battery megafactories: what does 2018 hold?