Category Archives: Supply Chain

China’s battery push and Elon Musk’s Tesla – Benchmark quoted in Bloomberg article

Benchmark Mineral Intelligence was recently quoted in an article written by Bloomberg News renewable energy correspondent, Joe Ryan. The article focuses on lithium-ion battery production in China, and in particular how despite Elon Musk and Tesla attracting many of the headlines, their plans modest when compared to China. By 2020 installed lithium-ion cell production capacity […]

Cobalt brings tech giants’ supply chains into the spotlight

A new report by Amnesty International has uncovered human rights abuses by one of the world’s leading cobalt producers in the Democratic Republic of Congo (DRC). Zhejiang Huayou Cobalt Ltd, a mining group partly owned by the Chinese government, has been accused of selling cobalt sourced from child labor into major battery production facilities in China, Japan and South Korea. […]

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 […]

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 […]

Benchmark #2 launched: Europe’s conflict crackdown

Download our Q2 magazine which analyses the crackdown on conflict minerals in Europe, the fragile structure of these markets and the logistics involved in transporting them around the world With Europe set to follow in US footsteps with the introduction of conflict mineral legislation, the sustainability of critical mineral markets is set to come under renewed […]

Mineral Supply Chain

Disruptive Technology: Supply Chain Impact

As part of our Supply Chain 20/20 initiative, Benchmark launches a new white paper examining the impact of disruptive technology on critical raw materials As leading global companies such as Apple, Google and Tesla Motors push forward with the commercialisation of new, disruptive technologies, Benchmark Mineral Intelligence analyses the impact this is having on critical raw […]

Benchmark Magazine launches

Benchmark Mineral Intelligence has launched its first magazine issue which is free to download. The quarterly publication is part of an annual Membership that specialises in critical minerals and metals, disruptive technology and emerging markets. Benchmark will go beyond the news which is widely reported and direct to the core of trends that are effecting our industry today. […]

Supply chain 20 / 20

As we move through 2015, the visibility of raw material supplies will become of increasing importance to leading companies across the value chain. With many existing critical mineral mines long established, and in many cases depleted, the importance of bringing new resources to market is now paramount. Emerging markets, led by disruptive technologies (smartphones, electric […]