One month to go: Benchmark World Tour – Toronto & Vancouver (free) 

We are only one month away from the launch of the Benchmark World Tour 2017 in Canada and we are delighted that BMO Capital Markets will be hosting in Toronto and Vancouver. The World Tour is your chance to learn about the lithium ion battery supply chain from industry experts and some of the market’s leading companies – … Continue reading One month to go: Benchmark World Tour – Toronto & Vancouver (free) 

Donald Trump and Elon Musk’s unholy alliance

Almost immediately after Donald Trump’s election as the 45th President of the United States were the political analysts and commentators declaring the end of the country’s green energy movement and a return to the days of North American coal. There were many understandable, if one dimensional, reasons to come to this conclusion, after all a … Continue reading Donald Trump and Elon Musk’s unholy alliance

BMO Capital Markets to host Toronto & Vancouver

Free lithium ion battery seminars: Canada’s leading investment bank to host Benchmark’s World Tour events in Vancouver (21 April) and Toronto (24 April) We are delighted to announce that BMO Capital Markets will be hosting the Benchmark World Tour 2017 in Toronto and Vancouver.  Following a successful introduction of the lithium ion thematic at BMO’s 26th Global Metals … Continue reading BMO Capital Markets to host Toronto & Vancouver

Bigger than Giga: Tesla’s plan for 3 more battery megafactories

Tesla’s latest financial results not only painted a rosy picture for the clean energy crusader in 2016 but also hinted at significant future infrastructure expansions putting further strain on already stretched raw material markets. In January production of Tesla’s new 2170 cell – which will be used in energy storage as well as the Model … Continue reading Bigger than Giga: Tesla’s plan for 3 more battery megafactories

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