Forecasts

Benchmark Mineral Intelligence produces expert quarterly forecasts for lithium, graphite, cobalt and nickel out to 2040.

Each forecast is delivered directly to the client by Benchmark Minerals analysts and include:

  • Fully-linked Cost Data: Generate cost curves and change underlying assumptions
  • Supply and Demand Model: Model an internal company view, run sensitivity analysis on key metrics or see the Benchmark High, Low and Base Case analysis
  • Price Forecasts out to 2040: Real and nominal terms along with supporting methodology
  • Analyst Access: Contact our leading network of analysts to understand underlying assumptions in the data
  • Supply Chain Context: Quarterly PDF slide pack providing the latest developments in the lithium ion battery supply chain that have impacted the forecast 

LITHIUM

From our price assessments, to field trips, to events, Benchmark Minerals maintains the world’s leading knowledge bases on the lithium supply chain. Our Forecast Report allows you to see and rank individual projects using our supply and cost models and also place them into context in a rapidly evolving market.

REQUEST LITHIUM FORECASTS DEMONSTRATION TODAY: [email protected]

COBALT

Our long-term cobalt price forecasts for cobalt hydroxide, cobalt sulphate and metal derive from full mined and refined supply databases, cost curves and market balances, taking into account stockpiles at various stages of the supply chain.

Our research is supported by constant contact with the market in assessing our inhouse cobalt sulphate and hydroxide prices, along with primary research from mine to lithium ion cell production.

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GRAPHITE

Benchmark Minerals’ innovative Graphite Forecast out to 2040 includes cost curves and outlooks on the key drivers for the market, including lithium ion cells, refractories, foundry, recarburizer and flame retardants.

We also closely monitor anode substitution trends including silicon and lithium metal from academic institutions through to commercialisation as carbon markets rapidly evolve to meet the lithium ion battery industry’s rapidly evolving requirements.

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NICKEL

Launching in September 2019, our nickel quarterly forecast includes marries Benchmark Minerals cathodes and lithium ion battery expertise with upstream nickel mining, refining and chemical processing research.

While nickel is well covered as a commodity, the specialist supply chains to produce nickel chemicals such as nickel sulphate (sulfate) for batteries and electric vehicles is in short supply.

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REGISTER YOUR NICKEL FORECASTS INTEREST TODAY: [email protected]