Benchmark | Media

Coverage and interviews from the Benchmark team

2017

October 2017

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