Category Archives: Graphite

Bigger than Giga: Tesla’s plan for 3 more battery megafactories

Tesla’s latest financial results not only painted a rosy picture for the clean energy crusader in 2016 but also hinted at significant future infrastructure expansions putting further strain on already stretched raw material markets. In January production of Tesla’s new 2170 cell – which will be used in energy storage as well as the Model … Continue reading Bigger than Giga: Tesla’s plan for 3 more battery megafactories

Elon Musk: Our lithium ion batteries should be called Nickel-Graphite…

… Yet Tesla executives fail to allay lithium shortage fears // Tesla CEO Elon Musk and CTO JB Straubel have attempted to play down the role of lithium in a lithium ion battery, but could have inadvertently given themselves further supply headaches. In response to a question of whether there is enough lithium supply, Musk … Continue reading Elon Musk: Our lithium ion batteries should be called Nickel-Graphite…

Graphite demand from lithium ion batteries to more than treble in 4 years

Demand for graphite (carbon) used as anode material in lithium ion batteries is set to increase by over 200% in the next four years as global cell production surges on the back of maturing pure electric vehicle demand and the inception of the utility storage market. New data from Benchmark Mineral Intelligence forecasts the anode … Continue reading Graphite demand from lithium ion batteries to more than treble in 4 years

Chart: Flake graphite capacity utilisation drops below 50%

Weak flake graphite concentrate demand has forced global capacity utilisation under 50% for a second consecutive year. Flake graphite is used primarily in the steel industry – in refractory bricks and as a recarburising agent – and as a feedstock for battery anodes.  Although there was a marginal increase in production as a result of new … Continue reading Chart: Flake graphite capacity utilisation drops below 50%

Goldman Sachs: Wind & solar the “new shale gas”

Leading investment bank publishes The Low Carbon Economy // Benchmark advises on the lithium and battery supply chains // Solar and wind “the new shale gas” // Albemarle and Tesla identified as investment targets // ——————————— Goldman Sachs has declared wind and solar power industries the “new shale gas” in its first ever published opinion on … Continue reading Goldman Sachs: Wind & solar the “new shale gas”

Tesla’s Elon Musk: More Gigafactory lithium deals to come, potentially Nevada

Tesla Motors’ CEO Elon Musk has admitted the company is pursuing lithium deals in Nevada. Tesla is looking to add to the conditional deal it struck with Bacanora Minerals / Rare Earth Minerals and Musk was forced to admit last night on Twitter that Nevada projects are being considered. Last week’s lithium supply deal with … Continue reading Tesla’s Elon Musk: More Gigafactory lithium deals to come, potentially Nevada

Toronto: new speakers announced for battery supply chain seminar

The agenda for Benchmark Mineral Intelligence’s battery supply chain seminar in Toronto will now include Syrah Resources, the Australian graphite developer following its A$211m raising, and Western Lithium which recently revealed its planned merger with Lithium Americas. The free meeting will take place on Thursday 24 September at One King West Hotel & Residence in Toronto’s downtown and will discuss the … Continue reading Toronto: new speakers announced for battery supply chain seminar

Europe’s conflict minerals conundrum

The EU will have to tread carefully when considering which minerals and countries to include in its upcoming conflict minerals legislation. Many of these industries are niche and inflexible meaning any swift and significant change will likely have a negative impact on the EU and on the source country that the legislation is designed to … Continue reading Europe’s conflict minerals conundrum

Benchmark World Tour dates announced

Dissecting the battery revolution: Free, global seminars focusing on battery raw materials, supply chain challenges and opportunities > SPONSOR & SPEAK > DOWNLOAD THE BROCHURE  Dates* London  10 September 2015 (click to attend) New York  17 September 2015 (click to attend) Toronto   24 September 2015 (click to attend) Vancouver  1 October 2015 (click to attend) Hong Kong  8 … Continue reading Benchmark World Tour dates announced

Benchmark launches graphite price index

Benchmark Mineral Intelligence has launched a new annual subscription service that allows customers to accurately track supply, demand and prices in the graphite industry. Benchmark | Data – Graphite is a comprehensive, monthly service that tracks:  Market prices for the key flake graphite grades Monthly production volumes by country Benchmark’s monthly outlook Key demand indicators A key … Continue reading Benchmark launches graphite price index