Benchmark | Media

Coverage and interviews from the Benchmark team

2017

December 2017

Benchmark估至2026年底全球鋰離子電池需求將增6-7倍
12 December 2017 – Money DJ (China)

电动汽车需求猛涨 全球锂离子电池工厂数量激增
12 December 2017 – CN Beta (China)

基准:全球锂离子电池工厂数量将激增 中国新增最多
12 December 2017 – TechWeb (China)

Easy electric car trade expected to lose power in 2018
11 December 2017 – Financial Times

El coche eléctrico revaloriza las materias primas ecológicas
9 December 2017 – Expansion

SQM eyes new project to tackle EV boom
8 December 2017 – Bloomberg Quint

Cobalt Trends 2017: Prices Spike as Supply Concerns Grow
5 December 2017 – Investing News Network

Lithium Giant eyes new project to tackle electric car boom
5 December 2017 – Bloomberg

全球“锂电池竞赛”打响 中国有望拔得头筹
5 December 2017 – Caixin (China)

Kína nyeri a lítiumért folytatott globális versenyt
5 December 2017 – Kitekinto

China augments lithium production to spur electric vehicle industry
5 December 2017 – News Guards

November 2017

‘Cobalt for cobalt’s sake’: Electric vehicle boom changing the equation for a mining by-product
30 November 2017 – Financial Post (Cover Story)

Battery production more than a Tesla nightmare
30 November 2017 – Streetwise Reports

Batterien erobern die Welt
29 November 2017 – Capital

Volkswagen Struggles to Reach Long-term Cobalt Supply Deals
27 November 2017 – Investing News Networka

Metal Recycling Businesses Prepare for More Electric Cars
26 November 2017 – Voice of America

Lithium supply shortfall caused by electric vehicle boom
23 November 2017 – Mining Review

Tiongkok Bakal Jadi Pemain Besar Industri Mobil Listrik
November 23, 2017 – JWN Energy

E-mobility industry has growing reliance on recycling
20 November 2017 – Recycling International

Tiny BC company sees big future in battery recycling
November 22, 2017 – JWN Energy

China is winning electric cars ‘arms race’
November 20, 2017 – CNN

European Lithium: Aktuelles zur Vormachbarkeitsstudie für das Lithiumprojekt Wolfsberg
November 20, 2017 – Wolfsburg

CATL Plans $2-billion IPO to Boost Lithium-ion Battery Production
November 14, 2017 – Investing News

Battery mineral hopefuls boosted
November 8, 2017 – Mining Journal

The Demand for Lithium Has Companies Scrambling from the Congo to Canada
November 8, 2017 – Bay Street

Cobalt Demand Set to Soar as EU Outlines Electric Car Plans
November 8, 2017 – Investing News

Battery tech energises the cobalt market
November 6, 2017 – Mining Technology

Could EV demand cause a shortage of battery-grade nickel?
November 2, 2017 – Stockhouse

October 2017

This Major Cobalt Producer Doesn’t See a Tight Market Yet
October 31, 2017 – InvestingNews

China Plans Graphite Megafactories to Meet Booming Demand for Battery Storage
October 26, 2017 – Green Tech Media

How Long Will The Lithium Rush Last?
October 26, 2017 – Oil Price

Mad Scramble for Lithium Stretches From Congo to Cornwall
October 25, 2017 – Bloomberg

Ground zero for lithium giving Australia lock on global supply
October 25, 2017 – Straits Times

Simon Moores: Scaling up Will Be the Biggest Challenge for Lithium
October 23, 2017 – Investing News

Lithium processors prepare to meet demand
October 23, 2017 – shanghaidaily.com

Andrew Miller: Why Nickel Has Been “Overlooked” in the Battery Space
October 23, 2017 – Investing News

Switching From Lithium-Ion Could Be Harder Than You Think
October 19, 2017 – Greentech Media

The Truth About the Cobalt Crisis: It’s Not a Crisis, Yet
October 18, 2017 – Greentech Media

Caspar Rawles: Why Nothing Can Stop the Cobalt Story
October 18, 2017 – Investing News

LG Chem to Open $1.63-billion Lithium-ion Battery Factory in Europe
October 12, 2017 – investing News

The surprising ways to cash in on the electric-car boom
October 5, 2017 – qz.com

August 2017

Mozambique Graphite miner in talks with Chinese Investor
Aug25, 2017 – Zitamar

After electric cars, what more will it take for batteries to change the face of energy?
Aug 12, 2017 – Economist

25年難得一見 澳洲搶鋰大戰開打 拜中國電池需求噴
Aug 07, 2017 – Bloomberg

Electric Car Boom Drives Rush to Mining’s $90 Billion Hub
Aug 06, 2017 – Bloomberg

25年難得一見 澳洲搶鋰大戰開打 拜中國電池需求噴
Aug 07, 2017 – Bloomberg

July 2017

Major Miner Rio Tinto Signs MOU to Fast Track Lithium Project
July 24, 2017 – Investing News

Why the U.S. and China are racing to build batteries
July 10, 2017 – http://www.ctv.ca

Glencore’s Massive Cobalt Deal to Support Volkswagen’s Shift to Electric Cars
July 9, 2017 – Investing News

Explorer seeking partners to support its efforts to tap Mauritania’s mineral wealth
July 7, 2017 – Mining Weekly

Super power: Are rechargeable batteries transforming the mining sector?
July 7, 2017 – Lexology

China’s factory plans will make it world leader in battery production
July 05, 2017 – investingnews.com

Tesla’s Lithium-ion Battery Shortfall Impacts EV Delivery Targets
July 05, 2017 – arkensasonline.com

June 2017

China’s plans for lithium-ion battery production could overtake Tesla
June 30, 2017 – autonews.com

China is about to bury Elon Musk in batteries
June 27, 2017 – bloomberg.com

Cobalt 27 Capital Betting on Physical Cobalt as Electric Car Revolution Unfolds
June 26, 2017 – Investing News

Rising battery demand drives allure of ‘technology’ metals
June 26, 2017 – northernminer.com

What City Traders Can Tell Us About the Future of Cleantech
June 8, 2017 – cleantech.com

Tight Cobalt Supply Will Keep Boosting Prices
June 7, 2017 – investingnews.com

UK car industry pins hopes on battery-powered electric vehicles
June 3, 2017 – ft.com

May 2017

Why GM Loses Money on Every Chevrolet Bolt
May 18, 2017 – inverse.com

The Big Green Bang
May 18, 2017 – ft.com

Benchmark Mineral Intelligence to Host New Conference Dedicated to Cathodes
May 15, 2017 – investingnews.com

The battery market’s DRC dependency can only grow, says Benchmark
May 03, 2017 – resourceclips.com

April 2017

Caspar Rawles on Why the Cobalt Market is Set to Shine
April 27, 2017 – investingnews.com

The hottest thing in the markets right now is an obscure metal mined in DR Congo
April 27, 2017 – qz.com

Lithium supply to outweigh demand by 2018, cobalt to remain tight: CRU
April 26, 2017 – investingnews.com

Benchmark sees big investors wakening as three huge sectors chase three vital minerals
April 23, 2017 – qz.com

Strengthening fundamentals continue to bolster ‘new age’ metals outlook
April 22, 2017 – miningweekly.com

The Benchmark Mineral Intelligence World Tour Starts April 21!
April 20, 2017 – investingnews.com

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 – FT.com

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

2016

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

IN YOUR PHONE, IN THEIR AIR A trace of graphite is in consumer tech. In these Chinese villages, it’s everywhere.
Washington Post October 2nd

September 2016

THE COBALT PIPELINE 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 | afr.com
afr.com

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

2015

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
Download the PDF →
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 Mining.com, 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
Watch Here

September 2014

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

August 2014

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

June 2014

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

May 2014

Tesla’s Gigfactory will need 6 new graphite mines Mining.com, 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
Read Article

April 2014

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

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
Watch the video

January 2014

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

May 2013

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

May 2012

Straight talk from the graphite express Mining.com, Canada – 9 May 2012
Read Article
Canadian graphite producers prepare for boom The Globe and Mail, Canada – 1 May 2012
Read Article

March 2012

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

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
Read Article

October 2009

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