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What does Australia’s labour shortage mean for lithium expansions?

A labour shortage in Australia’s mining sector could hinder efforts to bring expanding or dormant battery raw material mining projects online to meet rising demand from the EV and energy storage supply chain.

The ongoing commodities price rally suggests demand for Australia’s natural resources – and raw materials for lithium … Read more

Chinese lithium hydroxide price restores its premium over carbonate

Benchmark’s May 2021 Lithium Price Assessment saw lithium hydroxide restore its historical premium to lithium carbonate in the Chinese domestic market after the traditional price relationship between the chemicals inverted at the beginning of the year.

In January 2021, carbonate prices rallied on strong demand from LFP cathode manufacturers, inverting … Read more

Does the global chip shortage threaten the EV production ramp up?

A shortage of semiconductors, vital microchips used in vehicles and various household technologies, is impacting vehicle production, with the scarcity set to continue into at least the second half of this year.

Cancelled chip orders on expectations of limited demand have resulted in a shortage of supply after the faster-than-expected … Read more

Benchmark’s lithium ion battery megafactory assessment methodology

Benchmark Mineral Intelligence created the industry’s first tiering system to assess the suitability of lithium ion battery cell supply for the automotive / electric vehicle (EV) market.

Since 2014, Benchmark has been collecting and assessing lithium ion battery cell production capacity following a shift in the scale of such facilities … Read more