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
Q&A with Benchmark Mineral Intelligence’s Managing Director, Simon Moores, on assessing lithium prices, the role of IOSCO and the rush to join Benchmark in the lithium pricing industry. A trend of late has been the emergence of the “PRA”. Why is every commodity publisher keen to be seen as this? The past two years have … Continue reading Lithium Prices, IOSCO, and exchange traded lithium: the rush to join the lithium pricing industry
Benchmark Mineral Intelligence’s Head of Forecasting, Andy Leyland, addressed the world’s first international Zero Emission Vehicle Summit in Birmingham yesterday. The summit, hosted by UK Prime Minister Theresa May and Transport Secretary Chris Grayling, brought together policy makers, leading electric vehicle manufacturers and lithium ion battery companies, thought leaders and academics. It was also an opportunity for the … Continue reading Benchmark Minerals addresses Zero Emission Vehicle Summit
Benchmark Mineral Intelligence’s Simon Moores, Managing Director, and Andy Miller, Senior Analyst, were recently invited onto the Global Lithium Podcast. In the podcast the Benchmark team discussed lithium prices inside and outside of China, how lithium prices are determined, and whether the a lithium spot price is a misnomer. We also discussed the outlook for … Continue reading Benchmark Minerals features on the Global Lithium Podcast
The downturn in Chinese lithium prices since the start of the year has left many questioning the future of a market which has experienced its biggest upturn in history since late-2015. It has also led to many false conclusions about what is really happening to the lithium price. When lithium prices began to spike in … Continue reading China’s Lithium price decline is not the full picture to an industry surging