China threat sparks Hitachi’s four-fold graphite anode expansion

The world’s second largest lithium ion battery anode producer, Hitachi Chemical, is to expand its graphite anode capacity by four-fold in 4 years to prepare for a global wave of demand from lithium ion battery megafactories that are under construction. Hitachi is investing up to $90m to expand its capacity in Japan to produce 100,000 tonnes … Continue reading China threat sparks Hitachi’s four-fold graphite anode expansion

Strong lithium price signs for 2017 show real demand story

During our world travels and meetings with investors, we constantly get asked where we see prices in 2017. We have consistently answered that we do not expect a lithium price crash in 2017 and the signs are pointing to further price increases, especially in China after Galaxy Resources signed a spodumene contract for $830-905/tonne – … Continue reading Strong lithium price signs for 2017 show real demand story

Graphite Supply Chain 2016: Top 10 Discussion Points

The global natural graphite industry gathered in California in mid-November to discuss key industry developments at Benchmark’s Graphite Supply Chain 2016.  While the majority of the meeting remained private, discussion centred on:   1.  Forecasts for the anode and battery industries from Benchmark and Cairn ERA  2. The state of global play for traditional markets or … Continue reading Graphite Supply Chain 2016: Top 10 Discussion Points

Graphite Supply Chain 2016: Final Programme Announced

REGISTER TODAY Graphite Supply Chain 2016 will take place on 11-13 November, Newport Beach, CA. Join us – click here.  SUNDAY 13TH NOVEMBER 2016  DAY ONE: WELCOME 16:00: Registration @ Island Hotel, Newport Beach  1800 to 2000: Welcome Drinks Reception and Networking – Sponsored by Bass Metals MONDAY 14TH NOVEMBER 2016 DAY TWO: CONFERENCE 07:30: Registration, Networking Breakfast, Exhibition Booths … Continue reading Graphite Supply Chain 2016: Final Programme Announced

Do DRC politics spell further price rises for Cobalt? Why 19 December is a date to mark…

Benchmark Mineral Intelligence has initiated its cobalt coverage and anticipates to begin monthly price assessments for cobalt chemicals used in lithium ion battery cathodes by Q1 2017. For more information contact Caspar Rawles, Analyst, crawles@benchmarkminerals.com (@CDMRawles)  ———————– Political rumblings in the DRC may have a major impact on the price of cobalt. It has been … Continue reading Do DRC politics spell further price rises for Cobalt? Why 19 December is a date to mark…

Imerys turns to Africa for its graphite future; first move by major to diversify from China

Want to learn more? Graphite Supply Chain 2016 will take place on 11-13 November, Newport Beach, CA. Join us – click here. /// EXCLUSIVE: Imerys Graphite & Carbon, a subsidiary of Imerys SA – the world’s largest diversified producer of niche minerals and metals – has entered into a joint venture with Gecko Namibia to … Continue reading Imerys turns to Africa for its graphite future; first move by major to diversify from China

A decade of growing pains: Not just Samsung’s problem 

It has been an explosive start for Samsung’s new cell phone, Galaxy Note 7, with a few of the devices literally combusting into flames.   It became apparent in the many airports we passed through for the Benchmark World Tour 2016 that it was becoming a serious problem for Samsung.  Warnings on the Galaxy Note 7 … Continue reading A decade of growing pains: Not just Samsung’s problem 

The lithium ion revolution: Four slides from the Benchmark World Tour 2016

The lithium ion battery megafactories are being built and low cost, abundant cells are on their way. As a result, the way we store and use energy is about to fundamentally change. As part of our industry leading World Tour 2016 series of seminars, Benchmark Mineral Intelligence has outlined four must read slides that explain … Continue reading The lithium ion revolution: Four slides from the Benchmark World Tour 2016