Benchmark | Media

Coverage and interviews from the Benchmark team


April 2017

Interview: China could be world’s leading electric vehicle producer: expert

April 15, 2017 – New China

March 2017

Lithium enjoys the Tesla effect (PAYWALL)

March 10, 2017 –

Tech metals supply lagging demand as electric car production increases

March 10, 2017 – Mining Weekly

Cobalt to perform well in 2017: Analyst

March 08, 2017 – CNBC

Electric cars: China’s battle for the battery market

March 06, 2017 – Financial Times

February 2017

Can Investors Profit from Climbing Cobalt Prices?

February 19, 2017 – INN Daily

January 2017

Lithium: the next speculative bubble (PAYWALL)

06th January – Financial Times

Benchmark sees softer outlook for natural graphite as Chinese regulatory overhaul starts

05th January – Mining Weekly

Rise of electric cars accelerates race for lithium assets (PAYWALL)

03rd January – Financial Times

No cobalt, no Tesla?

02nd January – Techcrunch


December 2016

Electric cars spark new mining boom

28th December – The Times

Cobalt Outlook 2017: Price Revival Expectations

27th December – The Times

November 2016

Low Carbon Economy: Technology in the drivers seat

November – Goldman Sachs

Cobalt Is The Most Critical Element For Batteries

8th November – Midas Letter

Midas Letter in Argentina: 650 million tonnes of lithium to be exploited

1st November – Financial Post

October 2016

King’s Bay Gold to acquire never-drilled copper-cobalt property in Labrador

28 October 2016 – Resource Clips

Northern Miner Podcast: Episode 34 – Lithium interview and Ivanhoe’s Kamoa ft. Simon Moores

18 October 2016

Energy metal demand to outpace output in wake of $20bn battery build boom

Mining Weekly October 14th

Electric car revolution brightens outlook for a medley of metals

Reuters October 5th

A trace of graphite is in consumer tech. In these Chinese villages, it’s everywhere.

Washington Post October 2nd

September 2016

Tracing the path from deadly hand-dug mines in Congo to consumers’ phones and laptops

Washington Post September 30th

This is what electric cars are doing to the lithium market

Quartz September 19th

The Lithium CEO betting Tesla won’t exist in 10 years |

July 2016

The Low Carbon Economy: Our Thesis in 60 Charts

Goldman Sachs Investment Research 20 July 2016

Lithium: Chile’s buried treasure (Paywall)

Financial Times 13 July 2016

June 2016

Elon Musk Is Squaring Off Against China for the Future of Tesla

Bloomberg 23 June 2016

Rio Tinto Upbeat on Lithium, Says Serbia Project Strategically Important

Wall Street Journal 01 June 2016

May 2016

Australian miner Talga Resources turns focus from gold to graphite

Sydney Morning Herald 31st May 2016

Australian lithium miners in focus on rising global demand for electric vehicles

CNBC 25th May 2016

Here’s another thing Elon Musk is disrupting

Fortune 6 May 2016

Tesla shakes up market for lithium, other metals

Wall Street Journal 5 May 2016

Oil isn’t the only commodity threatened by Tesla’s rise

Bloomberg 4 May 2016

April 2016

This ‘new gasoline’ could burn eager investors

CNBC 20 April 2016

Precious metal: is Nevada on the verge of a lithium rush?

Vegas Inc 6 April 2016

March 2016

Battery boom fuels lithium stocks

Chicago Tribune 21 March 2016

Battery Boom Heats Lithium Gains as Outback Mining Stocks Soars

Bloomberg 17 March 2016

February 2016

If you like palladium, you’ll love lithium

Bloomberg Gladfly 26 February 2016

Pure Energy gets head start on Nevada lithium rush

Northern Miner, 15 February 2016


December 2015

EV manufacturers need to step up lithium investment

Automotive World, US, 17 December 2015

Tesla in stand-off over lithium supply

Financial Times, UK, 15 December 2015

What does VW’s electric car mean for resources investors?

Resource Investing News, Canada, 10 December 2015

Commodities: Material Revolution

Financial Times, 8 December 2015

Lithium Outlook 2016: What are Analysts Saying?

Resource Investing News, Canada, 10 December 2015

November 2015

Goldman Sachs: Low Carbon Economy Report Benchmark advised Goldman on lithium market dynamics and the battery industry; lithium price data and lithium ion battery production data sourced

Goldman Sachs Equity Research, UK, 30 November 2015

October 2015

Ubiquitous batteries

Resource Clips, Canada, 9 October 2015

August 2015

Benchmark’s Andrew Miller talks graphite prices and China

Resource Investing News, Canada, 15 August 2015

The big bet on batteries

CEO.CA, Canada, 11 August 2015

Thinking outside the commodities box

The Gold Report, US, 8 August 2015

June 2015

Quest to Mine Seawater for Lithium Advances

MIT Technology Review, 08 June 2015

March 2015

Lessons learned from lithium

BTV, Canada, 27 March 2015

December 2014

Battery super-plants to impact graphite, lithium and cobalt Resource Investing News, Canada – 1 December 2014

‘Battery Super-plants’ to Impact Graphite, Lithium and Cobalt

November 2014

Syrah Resources cites Benchmark Mineral Intelligence data in spherical graphite release

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Simon Moores gives expert insight on Tesla Motors’ Gigafactory

Listen to the Podcast on Global Energy Laboratory →

Tesla Motors’ Gigafactory may lead to lithium shortage Wall Street Daily, USA – 18 November 2014

Lithium Shortage on the Horizon, Due to New Gigafactory

October 2014

China admits 40% of magnetic rare earth supply is illegal, Canada – 21 October 2014

China admits 40% of magnetic rare earths supply is illegal

Simon Moores on the key to investing in graphite BTV – 15 October 2014

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September 2014

Flinders Resources opens graphite mine, doubles EU output potential Mining Weekly, South Africa – 25 September 2014

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August 2014

Next generation of graphite producers to partake in transformed market Mining Weekly, South Africa – 22 August 2014

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June 2014

Tesla Gigafactory could be boon for graphite, lithium and cobalt Streetwise Reports, USA – 23 June 2014

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May 2014

Tesla’s Gigfactory will need 6 new graphite mines, Canada – 25 May 2014

Tesla’s Gigafactory: Needs 6 new graphite mines, but where will cobalt be sourced?

Tesla’s grand plan could cause re-rating of graphite stocks Investorintel, Canada – 23 May 2014

Tesla’s grand battery plan could cause re-rating of graphite stocks | InvestorIntel

Latest thoughts from graphite guru Simon Moores Seeking Alpha, USA – 12 May 2014

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April 2014

Green batteries’ graphite add to China pollution Bloomberg, 30 April 2014

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March 2014

Tesla to use North American material amid pollution worry Bloomberg, 31 March 2014

Tesla to Use North American Material Amid Pollution Worry

Are Tesla’s batteries adding to China’s pollution Bloomberg, 14 March 2014

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January 2014

2014 graphite outlook: price rebound, supply shift and new end uses

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May 2013

Flake graphite prices have bottomed Streetwise Reports, USA – 28 May 2013

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May 2012

Straight talk from the graphite express, Canada – 9 May 2012

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Canadian graphite producers prepare for boom The Globe and Mail, Canada – 1 May 2012

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March 2012

China tightens its grip on graphite The Times, UK – 4 March 2012

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September 2010

Amid tension, China blocks vital exports to Japan (rare earths) Wall Street Journal*, USA – 22 September 2014

*Story broken by Simon Moores on 21 September 2014 for Industrial Minerals, published on the front page of the Wall Street Journal on 22 September 2012

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October 2009

Lithium car batteries may shift balance of industrial power The Times, UK – 9 October 2009

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