Category Archives: Supply Chain

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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China’s battery push and Elon Musk’s Tesla – Benchmark quoted in Bloomberg article

Benchmark Mineral Intelligence was recently quoted in an article written by Bloomberg News renewable energy correspondent, Joe Ryan.

The article focuses on lithium-ion battery production in China, and in particular how despite Elon Musk and Tesla attracting many of the headlines, their plans modest when compared to China.

By 2020 … Read more

Cobalt brings tech giants’ supply chains into the spotlight

A new report by Amnesty International has uncovered human rights abuses by one of the world’s leading cobalt producers in the Democratic Republic of Congo (DRC).

Zhejiang Huayou Cobalt Ltd, a mining group partly owned by the Chinese government, has been accused of selling cobalt sourced from child labor into … Read more

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 //

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Goldman Sachs has declared wind and solar power industries the “new shale gas” in … Read more

Benchmark #2 launched: Europe’s conflict crackdown

Download our Q2 magazine which analyses the crackdown on conflict minerals in Europe, the fragile structure of these markets and the logistics involved in transporting them around the world

With Europe set to follow in US footsteps with the introduction of conflict mineral legislation, the sustainability of critical mineral markets … Read more