Mine to grid battery supply chain intelligence. Trusted data, global coverage, and the largest analyst team specialising in energy transition supply chains.
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📉Benchmark's Global Weighted Average Lithium Ion Battery Cell Price falls 8.7% in August to dip below $100/kWh, representing the first time the Global Weighted Average Cell Price has fallen below this threshold since August 2021.
This decline can be attributed to the downward price trajectory for the majority of #rawmaterials used for cell manufacturing, significantly reducing costs for producers.
Learn more about Benchmark's Lithium Ion Battery Cell Price Assessment ➡️ benchmarkminerals.com/price-…
ALT Benchmark's Global Weighted Average Lithium Ion Cell Price
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More than 300 new mines could need to be built over the next decade to meet the demand for electric vehicle and energy storage batteries, according to a Benchmark forecast. benchmarkminerals.com/member…
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🚨 $514 billion investment required across the global battery supply chain to meet expected demand in 2030.
Benchmark has analysed the investment required for #criticalminerals, #batterymaterials and #batteries.
Read the full insight ➡ lnkd.in/epD2SaCU
Demand for #lithiumion batteries is forecast to grow to 3.7 TWh by 2030, up from around 1 TWh this year.
This analysis draws from our market forecast databases and cost models featured in Benchmark’s Forecast services for:
Lithium, Nickel, Cobalt, Natural and Synthetic Graphite, Anode, Cathode, Battery Cells and Recycling 🔋
Get in touch to learn more ➡ lnkd.in/diAEFja
ALT Benchmark Infographic - How much investment is needed to finance the battery arms race?
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Global capacity for #lithium metal production is insufficient to support the growth of the #lithiummetal battery industry, according to Benchmark's Solid State and Lithium Metal Batteries Forecast.
If all suitable lithium metal produced in 2024 was used for lithium metal #batteries, the industry could support 5 to 10 GWh of cell production.
⬇ However, due to its use in other sectors, Benchmark forecasts a supply deficit of the metal this year.
Further analysis is available on Benchmark Source, featuring Analyst Insights Q&A with Benchmark Senior Analyst Rory McNulty ➡ source.benchmarkminerals.com…
ALT Lithium metal surplus/deficit (GWh)
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President Biden’s seeks to replace over 600,000 Federal Government vehicles with American Made EVs with new “Buy American” Executive Order
Pres. Biden: "The federal government also owns an enormous fleet of vehicles, which we're going to replace with clean electric vehicles made right here in America, by American workers."
abcn.ws/3c8ZMDn
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CONFIRMED: lithium ion battery megafactory #41 - LG Chem, Nanjing, China, Plant 2, 32GWh by 2023. Construction: started. Expected Startup: Q4 2019. From @benchmarkmin Megafactory Tracker
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North America and Europe want to develop local battery supply chains, but this chart highlights the scale of the challenge - especially in the processing of battery minerals.
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FREE-TO-READ: The world will need more than twenty times the amount of #lithium than was mined last year to meet demand by mid-century, according to new data from Benchmark Mineral Intelligence, driven by growth in energy storage and electric vehicles. benchmarkminerals.com/member…
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CHINA'S BATTERY DOMINANCE: China controls at least half of the supply of most steps needed to make a lithium ion battery for electric vehicles, with the exception of mining raw materials. benchmarkminerals.com/member…
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Benchmark introduces Battery & EV metals prices to The Wall Street Journal
“Offering base prices for lithium, nickel, cobalt, graphite to @WSJ’s mainstream audience cont our commitment to mainstream education of lithium ion - EV supply chain” benchmarkminerals.com/member…
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⛏️ Saudi Arabia enters nickel mining, lithium could be next..
Saudi Arabia has struck a $3.5 Bn deal with Brazilian miner Vale for 10% of its #copper and #nickel base metals division, marking the oil power’s first entry into #batterymetals mining. ⬇️
source.benchmarkminerals.com…
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Exclusive: Elon Musk and Tesla give Panasonic a 2TWh / 2,000 GWh lithium ion battery mandate. #EV
🌎 Tesla lays down 2 TWh battery challenge to Panasonic | Benchmark benchmarkminerals.com/member…
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What’s going on with #lithium prices?
Read 5 reasons why the market is likely to stay tight in 2023:
📰Contracts will rise further
📈Spod still rising
⛏️New supply takes time
🇨🇳China lithium will be high-cost
🔋Demand outlook robust
source.benchmarkminerals.com…
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This morning, U.S. Senator Joe Manchin opened Battery Gigafactories USA in Washington DC.
@Sen_JoeManchin sat down with Benchmark CEO @sdmoores to discuss the permitting process for #criticalmineral projects in the US. ⛏
Senator Manchin said "the environmental community has to come to grips with reality. We have to do the mining. We have to do the processing. We can do it. We have to embrace it.”
Read more on Senator Joe Manchin's insight live from #GigaUSA 2023 ➡ lnkd.in/gVGP4mZR
ALT U.S. Senator Joe Manchin speaks at Battery Gigafactories USA 2023
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We are entering a rising price environment for battery raw materials...
✅ Lithium up
✅ Cobalt up
✅ Nickel up
✅ Graphite up
✅ Copper up
✅ Manganese up
Are we on the verge of battery price declines reversing? Join #EVFest benchmarkminerals.com/events…
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LG Chem’s planned $3.2 billion battery cathode facility in Tennessee could more than double North American cathode production in five years, highlighting the impact of the Inflation Reduction Act source.benchmarkminerals.com…
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Investors see ‘gold rush on steroids’ for green battery metals:
“It’s not just China, it’s N America & Europe at same time” Benchmark’s @sdmoores in @FT ft.com/content/fb1fa29b-7f2b…
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Now we are over 1.3TWh by 2028 - lithium ion battery capacity. We have been collecting this data since 2014 and it’s crazy how it’s grown so much. #EV
Two thirds of lithium-ion cell manufacturing in China. 175GWh/year commissioned capacity 2018, 1.15TW capacity announced for 2028 according to @benchmarkmin
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The world's top three largest #battery companies are set to maintain their position this decade, as the global capacity of lithium ion battery gigafactories is set to surpass seven terawatt hours (TWh).
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Ever wondered what the steps for lithium to get into an EV are?
1. Lithium Carbonate Extraction and Processing featuring @amiller_bmi ...
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Tesla is considering building a #lithium refinery on the gulf coast of Texas, as the build-out of refining capacity outside of China gathers pace
benchmarkminerals.com/member…
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💰$51bn of investment is needed in the #lithium industry to support the #battery supply chain meeting 2030 demand.
Further insight into the investment in lithium and all stages of the supply chain is free to read on Benchmark Source ➡ lnkd.in/epD2SaCU
Benchmark's lithium analysis draws from our unrivalled Lithium Forecast service which examines supply, demand, prices and costs out to 2040 ➡ lnkd.in/eVRdSpTS
#electricvehicles #lithiumionbatteries #criticaminerals
ALT Benchmark analysis - $51bn investment needed in the lithium industry to meet 2030 demand
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⛏️ How many new mines are needed for the energy transition?
Benchmark's proprietary data reveals that the world needs 293 new mines in order to meet global #battery demand by 2030.
Our latest infographic with @VisualCap illustrates the additional raw material supply needed by the end of the decade, spanning #copper, #lithium, phosphate, graphite, rare earths, nickel, cobalt and manganese.
Benchmark is the world's leading provider of prices, data and intelligence covering the entire depth and breadth of #energytransition supply chains, from mine to grid.
ALT Benchmark Infographic - How many mines needed for the energy transition?
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This year battery anode demand for #graphite is set to overtake demand from the refractory and foundry industries for the first time, driven by sales of electric vehicles benchmarkminerals.com/member…
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For EVs you need batteries.
For batteries you need raw materials. Raw material / mining / extraction is the limiting factor to EVs.
“The electric car revolution is about to hit a giant pothole | Business | The Sunday Times” thetimes.co.uk/article/the-e…
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The rise of the battery megafactories is relentless. Total capacity is projected to be over 1TWh by 2028 as per our tracker. This will need 840,000 tonnes of lithium LCEs. Capacity is different to demand however. Main takeaway: battery capacity will be there. #EV.
Current #lithium demand expected to reach 277,000 tonnes in 2018(CRU Analyst) & 840,000 tonnes by 2028 @benchmarkmin
45 lithium hungry megafactories in the works as @ Sept 2018
Requiring $Billions in investment for new & existing lithium projects to meet this insatiable demand
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📣 Lithium prices rally in the wake of compounding supply disruptions
Having risen sharply on the back of CATL's Jianxiawo suspension this week, today (August 12) has seen #lithium prices increase even further in response to reports that Albemarle suspended operations in Chile.
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Lithium ion #battery demand is forecast to grow almost four-fold between 2023 and 2030. This growth will result in a corresponding a surge in demand for the constituent critical #rawmaterials.
Although a near-term surplus of lithium is forecast until 2029, there is a growing desire from #automakers and consumers for lithium sourced sustainably. 🌍
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CONFIRMED: Lithium ion battery megafactory #24 - Guangzhou Great Power, 10GWh. Construction starts 2018.
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Bigger than giga. #TeamBenchmark #Tesla #Gigafactory. A big thanks to the Tesla and Panasonic teams. #EV @panaauto @Tesla
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🌏 Benchmark's latest infographic visualises how China has either gained or lost upstream market share of raw materials feeding the EV battery supply chain, from 2018 to 2025.
Read more on Benchmark Source ➡️ eu1.hubs.ly/H0lLJM30
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Anything with Will Ferrell and EVs in is worth tweeting...
@GM’s “No Way Norway” advert showcasing its / LG Chem’s lithium ion batteries...
For major lolz, press play... 😂
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“The revolution is happening in China because the tyranny of the oil industry doesn’t have a grip like it does in the Western World.” Michael Austin, BYD, on the electric vehicle revolution. #ElectricVehicles #Benchmark2018
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TBD in Vancouver 🇨🇦 on Tuesday 31 Jan @ Benchmark World Tour!
Just how critical mineral hungry are gigafactories?
Tesla’s 140GWh expanded Nevada battery plant will need the following tonnes of #lithium #graphite #cobalt #nickel #manganese
Join us:
events.benchmarkminerals.com…
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Production of battery-grade #lithium metal could be a $2.7 billion-a-year market by 2030 as supply needs to increase almost three-fold to meet projected demand for more powerful solid-state batteries. benchmarkminerals.com/member…
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The announcement of new restrictions on #graphite exports by the Chinese government has caused strong industry reaction across the world.
Security and quality of supply is under an even brighter spotlight than before - Benchmark data below illustrates why.
🌏 2023 global #anode capacity - China accounts for 92.6%.
🌏 2035 global anode capacity - China accounts for 90.2%.
Graphite supply dynamics and international government policy across the #battery supply chain will be a central focus at Graphite + Anodes 2023 during Benchmark Week coming to Los Angeles on 14-16 November.
View the full agenda for Graphite + Anodes 2023 ➡ benchmarkevents.benchmarkmin…
New for #BenchmarkWeek 2023 - One Ticket, Three Days, Access All Areas.
Secure your tickets here ➡ benchmarkevents.benchmarkmin…
ALT Benchmark Anode Price Assessment Data
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A new exchange traded era for #lithium is here ⚡
Benchmark (BMI) has announced partnership with Intercontinental Exchange (ICE) to develop futures contracts for lithium:
Lithium Carbonate CIF Asia (BMI) Future
Lithium Hydroxide CIF Asia (BMI) Future
Spodumene Concentrate FOB Australia (BMI) Future
The breakthrough deal brings confidence, not just futures contracts, to the lithium trading world.
Join our webinar on Wednesday 30th April (13:00 GMT+1) for expert guidance on how trading BMI lithium futures mitigates exposure to price risk.
Register now ▶️ benchmarkminerals.com/events…
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Lithium oversupply? Not likely - five main reasons why | Benchmark benchmarkminerals.com/member…
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Bill filed to boost US production of electric car battery minerals | Fall out from Benchmark Mineral Summit 2019 google.co.uk/amp/s/amp.detro…
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Benchmark’s @sdmoores features in @OxfordEnergy publication: “those who control the lithium ion supply chain will be the biggest influencers on the next generation auto and energy industries”
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After Nickel, Lithium Is Next Concern for Battery, Electric Car Makers - Bloomberg bloomberg.com/news/articles/…
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How the U.S. fell way behind in lithium, 'white gold' for EVs cnbc.com/2022/01/15/how-the-…
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Chinese battery-grade lithium prices surge 21% in first half of January; battery makers move to secure supplies benchmarkminerals.com/member…
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“We are now set to be a key contributor to the low cost, high quality lithium hydroxide market. And our tonnes are pouring out” Ken Brinsden, @PilbaraMinerals #EV #Benchmark2018 World Tour Perth
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Ford's electrification plan set to tighten battery metal squeeze | S&P Global Market Intelligence spglobal.com/marketintellige…
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🎙 @Forbes interview with our MD @sdmoores
The U.S. Is Trying To Secure Rare Earth Elements For National Security. That Goes Beyond Simple Investment
#rareearths #ree #lithium #cobalt #EV #batteries forbes.com/sites/erictegler/…
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Lithium ion battery capacity in the pipeline is now above 2TWh or 2,000GWh by 2028. That’s enough to make 35m EV if it all came online
For detailed data and analysis, sign up for our Battery Megafactories Assessment >> benchmarkminerals.com/contac…
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At @the_PDAC we discussed the attention the big four Battery raw materials are getting. Which do you think is number one right now?
19%
Cobalt
11%
Graphite
51%
Lithium
19%
Nickel
833 votes • Final results
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📈 Benchmark's battery grade #lithium carbonate prices continue to tick up week-on-week as downstream demand shows signs of recovery, particularly amongst LFP #cathode manufacturers.
Benchmark is the world's leading Price Reporting Agency (PRA) and market intelligence provider for the #lithiumion battery supply chain.
🔎 Our #battery raw material price methodologies have undergone the EV industry’s most rigorous independent IOSCO audit.
Learn more about Benchmark's Lithium Price Assessment service ➡ lnkd.in/efvZWxP9
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Tesla's quest for battery cell superiority continues | Benchmark Mineral Intelligence benchmarkminerals.com/member…
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No sign of lithium prices falling - #lithium prices have followed an almost consistent upward trajectory for 24 straight months with Chinese battery grade lithium carbonate prices hitting record highs last week benchmarkminerals.com/member…
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“Tesla will consume 21GWh of lithium ion batteries in 2018 - these are incredible from one single EV producer, and the biggest are yet to come” - Benchmark’s @sdmoores
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EXCLUSIVE Pentagon to boost rare earths and lithium stockpiles -sources | Reuters reuters.com/world/us/exclusi…
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CATL has launched a faster charging LFP #battery that it says can power an #ev 400 km (248 miles) after ten minutes of charging, in a development that could further boost adoption of the cheaper battery chemistry.
Read more ⬇️ source.benchmarkminerals.com…
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China’s lithium shares rally after brutal sell-off - great story from @ftcommodities citing Benchmark Minerals Lithium Carbonate Reference price. ft.com/content/a18f00e4-dad3…
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Not just about batteries. US needs to focus on the entire EV ecosystem:
- Mining of #lithium #cobalt #graphite #nickel
- Chemical refining
- Cathode / Anode making
- Lithium ion cell production
- EV Pack Production
... says Benchmark Minerals’ @amiller_bmi
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Benchmark Minerals’ @sdmoores on Al Jazeera @AJEnglish @AJENews talking lithium.
“Take away point is: lithium isn’t geologically rare but the challenge is getting it into the #EV supply chain in economic quantities”
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The US Gigafactories are coming - a slew of recent announcements could result in $15 billion of investment into US battery factories, as the Inflation Reduction Act acclerates the EV supply chain.benchmarkminerals.com/member…
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🌎 Monumental shift in the way junior miners are value is coming - Mining.com
“Simon Moores, the influential CEO of Benchmark, has said that carmakers may have to get involved in mining if they want to make electric vehicles at scale.” mining.com/web/monumental-sh…
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4/02: Excited to host Benchmark’s Africa Day, a focus on the battery raw material opportunity in & for Africa!
✅ @StandardBankZA #Copper
✅ @AvzMinerals #lithium
✅ @georgemillerBMI
✅ @GregMiller_BMI #cobalt #nickel us02web.zoom.us/webinar/regi…
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⛏️ How do Rare Earths Power US Defense?
Rare earth elements are embedded in advanced military technology.
US military platforms such as the Arleigh Burke destroyer and Virginia-class submarine require thousands of kilograms of #REEs - 2,600kg and 4,600kg, respectively.
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Benchmark has been asked to testify to US Senate next week on lithium ion battery supply chains. MD @sdmoores will be in Washington DC
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⚡ Governor Arnold @Schwarzenegger opens #BenchmarkWeek 2023 ⚡
It was a privilege for Benchmark to open our flagship conference in Los Angeles by recognising Governor Arnold Schwarzenegger with Benchmark’s inaugural Lifetime Achievement Award, for his visionary leadership in rapidly advancing clean, sustainable #energy initiatives.
The Award was presented on behalf of Benchmark by Nobel Laureate and forefather of the #lithiumion battery, Dr. Stan Whittingham.
ALT Dr Stanley Whittingham presents Governor Arnold Schwarzenegger with Benchmark’s inaugural Lifetime Achievement Award at Benchmark Week 2023
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FREE TO READ: More than 300 new mines could need to be built over the next decade to meet the demand for electric vehicle and energy storage batteries, according to a Benchmark forecast. benchmarkminerals.com/member…
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China's CATL to boost recycling capacity with $3.5 billion investment in materials park in Guangdong - with 500,000 tonnes of planned lithium ion #battery recycling capacity, it's more than the current global capacity outside of China. source.benchmarkminerals.com…
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🔔 Benchmark’s battery grade #lithium carbonate prices in China rise by 19% week-on-week as #cathode manufacturers increase purchasing activity.
Following record high prices for lithium in 2022, prices fell notably throughout Q1 of 2023.
But as optimism surrounding downstream demand rebounds in the near term, prices are trending upwards. 📈
Benchmark is the world's leading Price Reporting Agency (PRA) and market intelligence provider for the #lithiumionbattery supply chain.
Benchmark's lithium prices are the industry's reference prices and are used to negotiate and settle contracts.
To learn more, speak to our experts ➡ lnkd.in/efvZWxP9
ALT Benchmark’s battery grade lithium carbonate prices in China rise by 19% week-on-week as cathode manufacturers increase purchasing activity
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Lithium Prices down, demand up. Our index is a weighting of our 6 Lithium Carbonate, 4 Lithium Hydroxide grades. Many data points and grades go into these buckets... but as a trend:
YTD:
Both: ⬇️17.3%
Carbonate: ⬇️18.6%
Hydroxide: ⬇️14.4%
Lithium will still grow >15% in 2019
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Prices for #lithium iron phosphate (LFP) #cathode material in China rose by 11% over the past month due to an improvement in demand for #electricvehicles in the country as well as #energystorage systems.
Read more on Benchmark Source ⬇
source.benchmarkminerals.com…
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Benchmark Infographic - Who dominates the #graphite to #EV battery supply chain?
Below, Benchmark analysis provides a visual breakdown of natural and synthetic graphite supply chains.
🚨 Graphite + Anodes - part of #BenchmarkWeek 2023 - is the world's leading graphite industry conference.
View the full conference agenda and expert speakers from government, industry and finance ➡️ benchmarkevents.benchmarkmin…
Secure your tickets to join us in LA next week on 14-16 November ➡️ benchmarkevents.benchmarkmin…
ALT Benchmark Infographic - Natural and Synthetic Graphite Supply Chains
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Benchmark data illustrates the unprecedented volatility of #lithium prices, marking key chapters in the market's demand story.
This data features in Benchmark's new Special Issue.
To read further analysis on the evolving picture - request a copy➡️ content.benchmarkminerals.co…
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Battery Megafactories
2015: 3
2020: 158
“These huge potential volumes of scrap cells & offcuts from these battery megafactories is the first major problem to solve for battery recyclers”
More on EV battery recycling & JB Straubel’s @RedwoodMat benchmarkminerals.com/member…
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📣 JB Straubel to speak at Benchmark Week 2024
It's a pleasure to welcome @Tesla Co-Founder and @RedwoodMat Founder & CEO JB Straubel to the Benchmark Week 2024 agenda.
Delegates can look forward to Straubel's Fireside session with Benchmark's Simon Moores and Andrew Miller.
Benchmark Week returns to Los Angeles on 12-14 November. Join us to:
🔋 Meet with the global #battery supply chain
💡 Gain expert insights, from mine to market
🤝 Establish relationships to shape the future of #criticalmineral markets
Purchase your tickets today ➡️ benchmarkevents.benchmarkmin…
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🏭 Sweden’s Northvolt has picked Quebec for its first battery #gigafactory in North America, securing a site close to local supplies of #lithium that will use hydropower to lower the carbon footprint of #battery production.
Read more on Benchmark Source ⬇️source.benchmarkminerals.com…
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Benchmark lithium prices rise over 40% in January 2021 as LFP electric vehicle demand goes back to the future | Benchmark Mineral Intelligence benchmarkminerals.com/member…
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We are now at 99 lithium ion battery megafactories in the pipeline with the overwhelming amount using NCM chemistries. In 2028 we expect 35% of this global capacity to be 811 from today’s <3%.
Subscribe or learn more here benchmarkminerals.com/contac…
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Lithium prices hit record high as market pricing takes hold – 2022 in review source.benchmarkminerals.com…
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This year, a slowdown in the growth of #electricvehicle sales has led to #battery producers scaling back or cancelling their plans to expand production capacity.
📈 However, energy storage growth is helping to prop up battery demand.
The battery #energystorage market is booming, particularly in the US and China, as grid-scale installations are built to help grids integrate intermittent supplies of renewable energy.
This week, Benchmark's free webinar with @rhomotion will delve into the US battery storage landscape during this period of significant scale-up.
💥 US Battery Storage Boom
📆 Thursday 15 August
🕖 07:00 or 15:00 (GMT+1)
Register with your business email address ➡ benchmarkminerals.com/events…
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Wall Street Is Betting Billions on an EV-Fueled Lithium Comeback - Bloomberg bloomberg.com/news/articles/…
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Lithium ion battery cell prices fall to $110/kWh, but raw material risk looms large | Benchmark Mineral Intelligence benchmarkminerals.com/member…
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World will need $12 billion to meet the demand for graphite by 2030 @amiller_bmi says - a fraction of automakers spend on R&D each year. "The money is there... it's about channeling that money and making sure it reaches the supply chain with the speed required."
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Lithium Sector Needs $42 Billion as Pivot From China Adds Costs - Bloomberg bloomberg.com/news/articles/…
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Lithium’s price high now won’t solve long term structural issues with supply. The lithium has much bigger challenges to meet the world’s EV ambitions.
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What is Lithium Worth? - Visual Capitalist’s insight into how the lithium industry’s standard third party pricing is collected visualcapitalist.com/what-is…
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Catch our live webinar on 8th December at 3PM (London) for a comprehensive overview on #battery #recycling
Register for free today:
us02web.zoom.us/webinar/regi…
Benchmark Week 2021 Online | 6th-8th December
#BMWeek2021 #batterysustainability #electricvehicles #energytransition
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Lithium supply short of capital, and soon maybe time - Mining Journal @MiningOnline feat Benchmark’s @amiller_bmi mining-journal.com/leader-in…
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Electric vehicles face a potential bottleneck: a shortage of batteries - Axios axios.com/battery-shortage-r…
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“A record year for lithium amid this electric vehicle boom…”
@CNBC’s @PippaStevens13 on the state of play for our industry.
Benchmark lithium prices cited.
cnbc.com/2022/01/23/lithium-…
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Demand for #lithium in China is so strong that the country's ceramic producers are starting to process the battery material, as prices hit new record highs benchmarkminerals.com/member…
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Lithium prices are soaring thanks to EVs… @CNBCnow @lorakolodny
“If automakers don't get a grip on their raw materials, "their battery cell cost will likely rise in the coming years, bucking two decades worth of falling battery prices," cnbc.com/2021/09/22/lilac-ra…
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On Tuesday this week, Benchmark CEO @sdmoores gave evidence in the UK House of Commons Business and Trade Select Committee hearing on Batteries and Electric Vehicle Manufacturing in the UK. 🔋
Simon opened the discussion with his view of the UK's current position in the global #lithiumion landscape. ⬇
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🚫 China’s decision to restrict some exports of #graphite products could hinder production of battery #anodes in South Korea and elsewhere, making the #electricvehicle supply chain even more reliant on China.
The Ministry of Commerce and the General Administration of Customers announced today that exports of three types of graphite would not be allowed without permits, in order to protect the country’s “security and interests.”
This includes high purity #syntheticgraphite as well as natural #flakegraphite, which includes spherical and expandable graphite.
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Benchmark's @amiller_bmi quoted in The Times today thetimes.co.uk/article/elect…
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Battery metal prices in China are pushing higher. The rest of the world will soon follow - Stockhead stockhead.com.au/resources/b…
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