Magazine Archive

  • > Q2 2021 | Benchmark Quarterly - Issue 26

    In this issue:
    The megafactories are mainstream, Tesla & BHP strike sustainable nickel deal, Washington sets out its lithium ion strategy, Sweden’s battery alliance, Renault backs NCM cathodes, China’s BYD promoted to tier one EV battery manufacturer status, the pushes and pulls of ESG, charting silicon’s rise, and more

  • > Q1 2021 | Benchmark Quarterly - Issue 25

    In this issue:
    Volkswagen’s Power Day unwrapped, lithium carbonate price surge in China, cobalt price volatility through Q1, disruption in the nickel market, Syrah Resources restart Balama, megafactories in the pipeline hit 200, LFP market draws in titanium dioxide producers, Canada’s lithium ion battery opportunity and more

  • > Q4 2020 | Benchmark Quarterly - Issue 24

    In this issue:
    Lithium price rises, Trafigura & DRC Artisanal cobalt partnership, China continues graphite expansions, UK sets new EV target, EV recalls risk high nickel uptake, battery cell prices fall to $110/kWh, 2020 in review, Benchmark launches ESG division and more

  • > Q3 2020 | Benchmark Quarterly - Issue 23

    In this issue:
    Tesla enters lithium & Battery Day analysis (lithium, cells, anodes, cathodes), OEMs' battery ambitions grow, China reignites cobalt stockpiling, lithium joins EU critical minerals list, Benchmark launches new nickel price, 5G to expand lithium ion's reach, building the battery supply chain: location strategy, nickel in the limelight and more  

  • > Q2 2020 | Benchmark Quarterly - Issue 22

    In this issue:
    Volkswagen takes stake in Gotion, Europe’s politicians lead battery push, SVOLT unveils cobalt-free cathode, China’s graphite supply resurgence, Delays and developments for nickel HPAL projects, LFP 2.0 is not about the price of lithium

  • > Q1 2020 | Benchmark Quarterly - Issue 21

    IN THIS ISSUE:
    We enter a brave new world, Coronavirus supply chain shift was already underway, LFP batteries at the core of Tesla’s China strategy, CATL reaches tier 1 producer status, China’s NEV subsidies extended, Toyota chase the electric vehicle pack    

  • > Q4 2019 | Benchmark Quarterly - Issue 20

    In this issue:
    India's electric vehicle push, Heat across the lithium triangle in Chile, Argentina and Bolivia, Double Digit Paradox as raw material prices fall but demand , ESG and Nickel - Wading through the issues, GM-LG Chem to build US Megafactory

  • > Q3 2019 | BENCHMARK QUARTERLY - ISSUE 19

    IN THIS ISSUE:
    US critical raw material supply concerns, cobalt shockwaves as Glencore announce Mutanda closure, Tesla eyes NCM 811 for its Chinese electric vehicles and more.

  • > Q2 2019 | Benchmark Quarterly - issue 18

    In this issue:
    Silicon’s role in lithium ion battery anodes, Volkswagen’s megfactory focus , lithium’s price paradox and more.

  • > Q1 2019 | Benchmark Quarterly - issue 17

    In this issue:
    Cathodes producers left in the cold by the auto-battery alliance, the importance of manganese, copper's electric vehicle opportunity and more.  

  • > Q4 2018 | BENCHMARK QUARTERLY - ISSUE 16

    In this issue:
    Plans for battery grade nickel from Indonesia, lithium's hard-rock dominance extended, SK Innovation's US megafactory and more.

  • > Q3 2018 | BENCHMARK QUARTERLY - ISSUE 15

    In this issue:
    The megafactories are here, is nickel the next battery raw material facing a supply cliff, recycling lithium ion batteries is getting serious and more.

  • > Q2 2018 | BENCHMARK QUARTERLY - ISSUE 14

    In this issue:
    Trump's tariffs and the EV supply chain, graphite & nickel uncertainty clouds auto plans, cobalt prices in bear territory & more.

  • > Q1 2018 | BENCHMARK QUARTERLY - ISSUE 13

    In this issue:
    Total doubles down on solid state batteries, raw material price spikes threaten battery cost reduction targets, China's giants cement position at lithium's top table & more.

  • > Q4 2017 | BENCHMARK QUARTERLY - ISSUE 12

    In this issue:
    The seven year niche, Glencore's cobalt goals, back to the future for Chile's lithium industry.

  • > Q3 2017 | BENCHMARK QUARTERLY - ISSUE 11

    In this issue:
    Volkswagen pursuit of cobalt sparks a raw material red alert, cryptocurrency and minerals, China pollution crackdown sends flake graphite prices up, global battery arms race reaches new peaks.

  • > Q2 2017 | BENCHMARK QUARTERLY - ISSUE 10

    IN THIS ISSUE:
    Chile's lithium Cold War, Tanzanian mining chaos casts shadow over graphite, Proterra's e-bus backed by BMW and more.

  • > Q1 2017 | BENCHMARK QUARTERLY - ISSUE 9

    IN THIS ISSUE:
    Imerys acquires secretive anode technology from Japan, Elon Musk's plans for further gigafactories, the auto industry comes back full circle and more.

  • > Q4 2016 | BENCHMARK QUARTERLY - ISSUE 8

    In this issue:
    Hitachi plans for huge anode expansions, shifts towards cylindrical lithium ion battery cells and more.

  • > Q3 2016 | BENCHMARK QUARTERLY - ISSUE 7

    IN THIS ISSUE:
    Lithium majors step up hydroxide plans, the missing link in China's graphite empire, Berkshire Hathaway Energy's thoughts on the future of energy sources and more.

  • > Q2 2016 | BENCHMARK QUARTERLY - ISSUE 6

    In this issue:
    Lithium ion costs reaching sub $150 per kWh, Total bid $1.1billion for Saft, Daimler doubles down on energy storage masterplan

  • > Q1 2016 | BENCHMARK QUARTERLY - ISSUE 5

    In this issue:
    Argentina open for lithium business, graphite versus silicon anode materials, battery regulations up in the air and more.

  • > Q4 2015 | BENCHMARK QUARTERLY - ISSUE 4

    IN THIS ISSUE:
    Vale's nickel expansion, China overtakes Japan as leading separator producer, the evolution of high purity alumina and more.

  • > Q3 2015 | BENCHMARK QUARTERLY - ISSUE 3

    IN THIS ISSUE:
    Copper slump risks crisis for cobalt, Albemarle shifts focus to spodumene, Volkswagen in the firing line for emissions testing and more.

  • > Q2 2015 | BENCHMARK QUARTERLY - ISSUE 2

    In this issue:
    Europe moves closer to a conflict minerals crackdown, battery grade graphite set for record year, Tesla evolves with utility battery launch and more.

  • > Q1 2015 | BENCHMARK QUARTERLY - ISSUE 1

    In this issue:
    China loses rare earths case, Orocobre enters lithium market, EVs at the tipping point says Deutsche Bank and more.