China’s 2018 spherical graphite exports increased by 39% year-on-year as of the end of October 2018 as electric vehicle battery demand surges. Heilongjiang, China’s largest graphite producing region, recorded production of over 90,000 tonnes of spherical graphite from Hegang, a number it seeks to increase to over 100,000 tpa (tonnes per annum) by 2020, with … Continue reading Heilongjiang, China, tops 90,000 tpa spherical graphite output as EV battery demand surges
This week Benchmark Mineral Intelligence hosted a private meeting in London to discuss how the battery supply chain has evolved in H2 2018. Benchmark Minerals’ Managing Director, Simon Moores, gave an overview of the current market conditions for electric vehicle battery raw materials. The presentation covered: The current state of the lithium hydroxide market and … Continue reading What has defined the lithium ion battery supply chain in H2 2018? Presentation Download
The Benchmark Lithium Price Index has been cited by the Financial Times as global interest in lithium prices continues to grow. This follows The Wall Street Journal’s article citing the Benchmark Lithium Price Index earlier this week. The Financial Times’ piece, “Electric cars: will Australia’s battery gamble pay off?”, profiles Western Australia’s lithium prospects and the lithium mining boom in the age … Continue reading Western Australian Lithium Rising: Benchmark Minerals’ lithium price index cited by the Financial Times
The Benchmark Lithium Price Index has been cited in The Wall Street Journal. The article – “Lithium Boom Raises Questions: What is its price?” – explores the lithium demand surge, lithium pricing and the moves towards price transparency. The feature also notes the London Metal Exchange’s (LME) plans to introduce tradable lithium contracts in 2020. As part … Continue reading Benchmark Mineral Intelligence featured in article on lithium prices in The Wall Street Journal
Is cobalt becoming its own worst enemy? Simon Moores, Managing Director, Benchmark Mineral Intelligence explores Glencore’s latest move to pull hydroxide supply from the market in the midst of contract negotiating season and what it means for cobalt’s strained relationship with cathode, battery and electric vehicle (EV) producers. ———– On Tuesday 6 November, the wires and social … Continue reading Has Glencore given electric vehicles the extra push to engineer cobalt out of a battery?
A new way to trade lithium is under discussion. As part of the London Metal Exchange’s (LME) bid to launch a lithium cash-settled contract, Benchmark Mineral Intelligence has been shortlisted in the final three participants to provide an independent lithium market price. Benchmark Minerals’ Andy Miller, Senior Analyst, and Simon Moores, Managing Director, were invited to … Continue reading Exchange traded lithium: What are Benchmark Minerals’ key points for the LME?
Benchmark’s Simon Moores recently featured in an interview with Cobalt27 and spoke about the emergence of lithium ion battery megafactories, where the demand is coming from and the implications for raw material supply chains. In the Q&A Simon explains how in 2014 Benchmark Mineral Intelligence coined the term megafactories and how these lithium ion battery factories have … Continue reading Benchmark Minerals’ Simon Moores talks lithium ion battery megafactories with Cobalt27
It was a pleasure for the Benchmark Minerals team to welcome Micheal Austin, BYD America’s Vice President as the keynote to Cathodes 2018, the world’s leading lithium ion battery and electric vehicle supply chain conference. Since 2007 when Micheal joined BYD, he has been a true pioneer in the electric vehicle (EV) industry and has … Continue reading Wake up or be disrupted: BYD’s Micheal Austin keynotes Benchmark Minerals Week 2018, warns lithium ion battery industry
As part of the London Metal Exchange’s (LME) bid to launch a lithium cash-settled contract, Benchmark Mineral Intelligence has been shortlisted in the final three participants to provide an independent lithium market price. Benchmark Minerals’ Andy Miller, Senior Analyst, and Simon Moores, Managing Director, were invited to LME Week 2018 to present: Benchmark Lithium Index … Continue reading Benchmark Minerals’ lithium presentation to London Metal Exchange – Download & watch now
Lithium and cobalt prices are experiencing a new period of volatility as prices crest from post-2010 highs. Both speciality minerals that are key components in an electric vehicle’s lithium ion battery began to see a downward turn in 2018. The Benchmark World Tour 2018 – the world’s leading investor forum for lithium ion supply chain … Continue reading DOWNLOAD: Lithium, cobalt prices enter new period of volatility as era of EV begins; vanadium awaits lithium ion moment