Forecasts

The Battery Database features detailed data and
analysis for every lithium ion application:

• Annualised MWh-level demand data
  for transportation (EV), stationary storage (ESS)
  and portable applications, from 2015-2040
• Demand drivers: A full breakdown
  of each sub-segment of demand - from BEVs and
  PHEVs, to smartphones and tablets
• Technology profile: explore the
  anode and cathode trends for each end-market
• Regional perspective: See where
  in the world battery demand originates, and what
  countries will lead the clean energy transition

Review how battery costs vary between technologies,
manufacturing scale, and raw material inputs:

• Cost breakdown: analysis of the
  cost structure for battery cells across different
  chemistries
• Bill of materials: monitor the
  impact of material costs
• A fully customisable battery cost
  model profiling costs across different plants,
  regions and technology profiles

You will receive full, unrestricted access to the
data behind Benchmark’s Battery Database:

• Online accessible downloads each
  quarter
• Clear & Concise: Your data is
  presented in excel and pdf format
• Implement Your Ideas: Each file
  is fully customisable so you can input your own
  assumptions

Our full picture understanding of lithium is most
prevalent in our bottom-up cost curve analysis. We
present a “Total Cost” number for each operating
mine and development project under review which also
considers: Cash/Opex, Capital Charge & Taxes
& Royalties.

• Time Travel: Compare Cost Curves
  between 2019, 2020 & 2030
• Brine & Hard Rock: Understand
  the shifting relationship
• Plan for your future contracts,
  inventory or investment needs

Backed by our industry leading and IOSCO-regulated
Lithium Price Assessment Data, our research team
understand lithium’s nuances that will have a major
impact on accurately forecasting prices.

• Forecasted to 2040:
  Lithium Carbonate, Battery Grade
  Price, Global Prevailing Price
• Forecasted to 2040:
  Lithium Hydroxide, Battery Grade
  Price, Global Prevailing Price
• Forecasted to 2040:
  Spodumene 6%, Australia FOB,
  Battery Market Material

You will receive full, unrestricted access to the
data behind Benchmark’s Lithium Forecast service:

• Online accessible downloads each
  quarter
• Clear & Concise: Your data is
  presented in 3 Excel Files - Lithium Forecast,
  Lithium Price Forecast & Lithium Total Cost
  Model
• Implement Your Ideas: Each file
  is fully customisable so you can input your own
  assumptions

Our full picture understanding of cobalt is most
prevalent in our bottom-up cost curve analysis.

We present a “Total Cost” number for each operating
mine and development project under review which also
considers: Cash/Opex, Capital Charge & Taxes
& Royalties.

• Time Travel: Compare Cost Curves
  between 2019, 2020 & 2030
• Plan for your future contracts,
  inventory or investment needs

Backed by our industry leading Price Assessment
Data, our research team understand cobalt’s nuances
that have a major impact on accurately forecasting
prices.

• Cobalt battery-grade metal
• Cobalt sulphate

You will receive full, unrestricted access to the
data behind Benchmark’s Cobalt Forecast service:

• Online accessible downloads each
  quarter
• Clear & Concise: Your data is
  presented in 3 Excel Files - Cobalt Forecast,
  Cobalt Price Forecast & Cobalt Total Cost
  Model
• Implement Your Ideas: Each file
  is fully customisable so you can input your own
  assumptions

Review how battery costs vary between technologies,
manufacturing scale, and raw material inputs

• Cost breakdown: analysis of the
  cost structure for battery cells across different
  chemistries
• Bill of materials: monitor the
  impact of material costs
• A fully customisable battery cost
  model profiling costs across different plants,
  regions and technology profiles

Our full-picture understanding of the nickel supply
chain into batteries provides the foundation for our
cost curve analysis. We present the prevailing cost
structure for different types of projects, focussing
on the feedstock, processing and capex requirements
for each supplier to serve the cathode market.

• Time Travel: Track changes in the
  battery-grade cost curve through the forecast
  period
• Plan for your future contracts,
  inventory or investment needs

You will receive full, unrestricted access to the
data behind Benchmark Nickel Forecast service:

• Online accessible downloads each
  quarter
• Clear & Concise: Your data is
  presented in 3 Excel Files – Nickel Forecast,
  Nickel Price Forecast & Nickel Cost Model
• Implement Ideas: Each file is
  fully customisable so you can input your own
  assumptions

Review how battery costs vary between technologies,
manufacturing scale, and raw material inputs:

• Cost breakdown: analysis of the
  cost structure for battery cells across different
  chemistries
• Bill of materials: monitor the
  impact of material costs
• A fully customisable battery cost
  model profiling costs across different plants,
  regions and technology profiles

Our full picture understanding of flake graphite is
most prevalent in our bottom-up cost curve analysis.
We present a “Total Cost” number for each operating
mine and development project under review which also
considers:

• Cash/Opex, Capital Charge & Taxes &
  Royalties.
• Time Travel: Compare Cost Curves
  between 2019, 2020 & 2030
• Plan for your future contracts,
  inventory or investment needs

You will receive full, unrestricted access to the
data behind Benchmark’s Flake Graphite Forecast
service.

• Online accessible downloads each
  quarter
• Clear & Concise: Your data is
  presented in 3 Excel Files - Flake Graphite
  Forecast, Flake Graphite Price Forecast &
  Flake Graphite Total Cost Model
• Implement Your Ideas: Each file
  is fully editable so you can input your own
  assumptions

Backed by our industry leading Price Assessments,
our research team understand the nuances of
synthetic graphite inputs that have a major impact
on accurately forecasting prices.

• Needle coke prices

You will receive full, unrestricted access to the
data behind Benchmark’s Flake Graphite Forecast
service.

• Online accessible downloads each
  quarter
• Clear & Concise: Your data is
  presented in 3 Excel Files - Flake Graphite
  Forecast, Flake Graphite Price Forecast &
  Flake Graphite Total Cost Model
• Implement Your Ideas: Each file
  is fully editable so you can input your own
  assumptions

You will receive full, unrestricted access to the data behind Benchmark’s Solid-state and Lithium Metal Batteries service.

• Online accessible downloads each
  quarter
• Technology handbook: This summarizes the solid-state industry as it stands in comparison to the lithium-ion battery market.
• Dynamic Executive Summary: updated every quarter, this ever evolving industry overview keeps you updated with industry news, new announcements, industry snapshots, battery and manufacturing developments, supply chain updates, deep-dive data, and developments.
• Forecasts: An overview of the data that feeds the supply chain and commercialisation conclusions in the report. Updated quarterly, this report grants access to the overall capacity expansion expected for solid-state technologies, broken down by electrolyte class and anode composition, alongside analysis of how these feed into raw material intensities i.e. LCE kg/kwh.

The Anode Forecast features detailed data and analysis for anode active material:

• Market balances: Compare anode market balances by chemistry, tier and geography for a thorough view of the market
• Demand drivers: Chemistry-specific demand breakdowns for the EV, Stationary and Portable lithium-ion battery sectors out to 2040
• Regional perspectives: Observe anode supply and demand by region for a geographical view of the market
• Developments: Track key investments, partnerships and announcements over each quarter

You will receive full, unrestricted access to the data behind Benchmark’s Anode Forecast:

• Online accessible downloads available each quarter
• Clear and Concise: Your data is presented in Excel and pdf format
• Implement Your Ideas: Each file is fully customisable so you can input your own assumptions

The Cathode Forecast features detailed data and analysis for cathode active material:

• Market balances: Compare cathode market balances by chemistry, tier and geography for a thorough view of the market
• Demand drivers: Chemistry-specific demand breakdowns for the EV, Stationary and Portable lithium-ion battery sectors out to 2040
• Regional perspectives: Observe cathode supply and demand by region for a geographical view of the market
• Developments: Track key investments, partnerships and announcements over each quarter

You will receive full, unrestricted access to the data behind Benchmark’s Cathode Forecast:

• Online accessible downloads available each quarter
• Clear and Concise: Your data is presented in Excel and pdf format
• Implement Your Ideas: Each file is fully customisable so you can input your own assumptions

Access the Recycling Forecast’s granular analysis of the battery recycling market:

• Recycling scrap pool: data on the pool of recyclable material assessed by source (end-of-life material and process scrap), battery application, region, and cathode chemistry, out to 2040
• Review of recycled materials: a breakdown of recycled lithium, nickel, and cobalt, by region and scrap pool type
• Technology profiles: explore and understand the characteristics of dominant recycling technologies employed by market players

You will receive full, unrestricted access to the data behind Benchmark’s Recycling Forecast:

• Online: accessible downloads available each quarter
• Clear and Concise: Your data is presented in Excel and pdf format
• A customisable recycling model where you can input your own assumptions