Magazine | Nov 04, 2024

Q3 2024 | Benchmark Magazine - Issue 39

<h5><span style="font-weight: 400;">In this issue:</span></h5> <span style="font-weight: 400;">Arcadium &amp; CATL to limit lithium production; US steps up cobalt support; China key to Europe’s synthetic anode expansions; Unsustainable prices hit rare earths projects worldwide; US DoE continues funding spree; Canada latest to place tariffs on China; The future of battery mineral pricing mechanisms; Pilbara expands hard rock portfolio </span> <br style="font-weight: 400;" /><br style="font-weight: 400;" />

Previous Issues

Magazine | Jul 18, 2024

Q2 2024 | Benchmark Magazine - Issue 38

<h5><span style="font-weight: 400;">In this issue:</span></h5> <span style="font-weight: 400;">US hikes tariffs to further isolate China from its supply chain; EU increases tariffs on Chinese EV imports; 40% of 2024 lithium feedstock to be ‘Industry Leading’ this year; Cobalt surplus at risk of widening; Flake graphite needs at least $7.5bn by 2035; Higher prices are key to develop ex-China rare earths supply; How low can battery emissions go?</span> <br style="font-weight: 400;" /><br style="font-weight: 400;" />

Magazine | Apr 18, 2024

Q1 2024 | Benchmark Magazine - Issue 37

<h5><span style="font-weight: 400;">In this issue:</span></h5> <span style="font-weight: 400;">What to expect next for lithium prices?; North America’s anode prospects rise; China’s battery industry unites for solid-state; Benchmark launches sustainable nickel prices; How elections could affect batteries in 2024; Africa’s role in lithium ion; Gigafactory pipeline contraction; CRMA boosts EU battery recycling pipeline; What next for deep-sea extraction? </span> <br style="font-weight: 400;" /><br style="font-weight: 400;" />

Magazine | Feb 07, 2024

Q4 2023 | Benchmark Magazine - Issue 36

<h5><span style="font-weight: 400;">In this issue:</span></h5> <span style="font-weight: 400;">Chinese graphite exports restrictions; Argentina elections; Benchmark launches sustainable lithium pricing; Three reasons why China’s EV market is still strong; EU increases its critical mineral recycling target; Phosphoric acid is the next LFP bottleneck; Sodium ion batteries advance but supply chain challenges loom; 2023 battery raw materials in review; What is black mass and how is it priced? </span> &nbsp;

Magazine | Nov 01, 2023

Q3 2023 | Benchmark Magazine - Issue 35

<h5><span style="font-weight: 400;">In this issue:</span></h5> <span style="font-weight: 400;">Cell prices fall below $100/kWh for first time in two years; Raw material price falls continue; Nickel demand from batteries set to overtake steel next decade; The players shaping North American recycling; Understanding emissions from NCM and LFP cells; Solid state’s next steps; Europe’s looming battery anode shortage; The state of today’s cathode market; Gigafactory pipeline hits 400</span>

Magazine | Jul 31, 2023

Q2 2023 | Benchmark Magazine - Issue 34

<h5><span style="font-weight: 400;">In this issue:</span></h5> <span style="font-weight: 400;">Trillion dollar battery; How Saudi Arabia is building a battery supply chain; The USA’s manganese prospects grow; Cobalt may need new price mechanisms for EV era; Chinese cathode makers continue overseas expansions; US gigafactory pipeline overtakes; Can Apple meet its recycling pledge?; Falling synthetic anode prices put pressure on natural graphite; What will be the eventual cost of the IRA?</span>

Magazine | May 02, 2023

Q1 2023 | Benchmark Magazine - Issue 33

<h5><span style="font-weight: 400;">In this issue:</span></h5> <span style="font-weight: 400;">The race is on; GM commits to US lithium production; Ford to build gigafactory with CATL tech; Battery supply chain seeks alternative to LME nickel pricing; Volkswagen confirms Canada battery entry; Madagascar to boost ex-China graphite supply; Battery production set to breach 1 TWh this year; Five rules to scaling battery production; Chinese LFP battery prices hit 12 month low</span>

Magazine | Jan 30, 2023

Q4 2022 | Benchmark Quarterly - Issue 32

<h5><span style="font-weight: 400;">In this issue:</span></h5> <span style="font-weight: 400;">Golden age for Chinese companies may be coming to an end; Lithium ion to drive graphite demand; Lithium must scale 20 times by 2050; South Korea’s IRA challenge; Europe facing battery shortage this decade; Can the EU hit its recycling targets?; The hidden gigafactories; Cobalt’s price slump; Canada halts Chinese spending spree; Manganese: lithium ion’s next supply chain headache</span> &nbsp;

Magazine | Nov 12, 2022

Q3 2022 | Benchmark Quarterly - Issue 31

<h5>In this issue:</h5> What does the Inflation Reduction Act mean for lithium ion?; Volkswagen spins out battery business; German auto looks to Canada for raw materials; Lithium ion’s 300 mines; Australia to hold top lithium spot; Automakers’ ESG nickel woes grow; Ambition vs Reality; China’s anode power crisis; Giga pipeline breaches 7 TWh; Gigafactory scrap key to recycling

Magazine | Jul 29, 2022

Q2 2022 | Benchmark Quarterly - Issue 30

<h5>In this issue:</h5> The energy storage revolution has arrived, but who will hold dominion?; Diverging fortunes of China’s battery kings;  Lithium oversupply? Not likely; Huayou targets 5x nickel leap; LME doubts lead to new nickel pricing methods ; US silicon scene anode scene gathers pace; Vale-Tesla deal highlights nickel’s carbon conundrum; Gigafactory pipeline hits 300 ; Lithium ion’s burning question; Germany’s battery boom; LFP cooldown

Magazine | Apr 28, 2022

Q1 2022 | Benchmark Quarterly - Issue 29

<h5>In this issue:</h5> EV and battery big talk must now switch to mining as supply chain bites, LME nickel shutdown, Biden invokes Defense Production Act, Solid state enters the gigawatt hour era, LGES expands in North America, CATL targets domestic lithium supply, How does lithium ion recycling scale up?, Quebec’s battery rush, Charting Europe’s battery build out and more &nbsp;

Magazine | Jan 28, 2022

Q4 2021 | Benchmark Quarterly - Issue 28

<h5>In this issue:</h5> Lithium reaches $50/kg, Johnson Matthey quits batteries, Cell price rises - first time in gigafactory era, China's graphite grip threatens western automakers, Argentina's lithium scramble, Northvolt-Galp in lithium JV, cathode coming to America, Koch's $500m battery bet, can solid-state compete on cost? and more &nbsp;

Magazine | Oct 21, 2021

Q3 2021 | Benchmark Quarterly - Issue 27

<h5>In this issue:</h5> Lithium carbonate sets record high, China’s new anode hub, Rio Tinto invests $2.4bn in Jadar, Tesla’s battery bottleneck, Peripheral price rises, Synthetic anode price pressures, CATL’s sodium ion cell, The West’s disconnect, China’s energy shortage, Polysilicon supply crunch, Winds of change, and more

Magazine | Jul 26, 2021

Q2 2021 | Benchmark Quarterly - Issue 26

<h5>In this issue:</h5> The megafactories are mainstream, Tesla &amp; BHP strike sustainable nickel deal, Washington sets out its lithium ion strategy, Sweden’s battery alliance, Renault backs NCM cathodes, China’s BYD promoted to tier one EV battery manufacturer status, the pushes and pulls of ESG, charting silicon’s rise, and more

Magazine | Apr 21, 2021

Q1 2021 | Benchmark Quarterly - Issue 25

<h5>In this issue:</h5> Volkswagen’s Power Day unwrapped, lithium carbonate price surge in China, cobalt price volatility through Q1, disruption in the nickel market, Syrah Resources restart Balama, megafactories in the pipeline hit 200, LFP market draws in titanium dioxide producers, Canada’s lithium ion battery opportunity and more

Magazine | Jan 19, 2021

Q4 2020 | Benchmark Quarterly - Issue 24

<h5>In this issue:</h5> Lithium price rises, Trafigura &amp; DRC Artisanal cobalt partnership, China continues graphite expansions, UK sets new EV target, EV recalls risk high nickel uptake, battery cell prices fall to $110/kWh, 2020 in review, Benchmark launches ESG division and more

Magazine | Oct 14, 2020

Q3 2020 | Benchmark Quarterly - Issue 23

<h5>In this issue:</h5> Tesla enters lithium &amp; Battery Day analysis (lithium, cells, anodes, cathodes), OEMs' battery ambitions grow, China reignites cobalt stockpiling, lithium joins EU critical minerals list, Benchmark launches new nickel price, 5G to expand lithium ion's reach, building the battery supply chain: location strategy, nickel in the limelight and more &nbsp;

Magazine | Jul 13, 2020

Q2 2020 | Benchmark Quarterly - Issue 22

<h5>In this issue:</h5> Volkswagen takes stake in Gotion, Europe’s politicians lead battery push, SVOLT unveils cobalt-free cathode, China’s graphite supply resurgence, Delays and developments for nickel HPAL projects, LFP 2.0 is not about the price of lithium

Magazine | Apr 24, 2020

Q1 2020 | Benchmark Quarterly - Issue 21

<h5>IN THIS ISSUE:</h5> We enter a brave new world, Coronavirus supply chain shift was already underway, LFP batteries at the core of Tesla’s China strategy, CATL reaches tier 1 producer status, China’s NEV subsidies extended, Toyota chase the electric vehicle pack &nbsp; &nbsp;

Magazine | Jan 23, 2020

Q4 2019 | Benchmark Quarterly - Issue 20

<h5>In this issue:</h5> India's electric vehicle push, Heat across the lithium triangle in Chile, Argentina and Bolivia, Double Digit Paradox as raw material prices fall but demand , ESG and Nickel - Wading through the issues, GM-LG Chem to build US Megafactory

Magazine | Oct 22, 2019

Q3 2019 | BENCHMARK QUARTERLY - ISSUE 19

<h5>IN THIS ISSUE:</h5> US critical raw material supply concerns, cobalt shockwaves as Glencore announce Mutanda closure, Tesla eyes NCM 811 for its Chinese electric vehicles and more.

Magazine | Jul 09, 2019

Q2 2019 | Benchmark Quarterly - issue 18

<h5>In this issue:</h5> Silicon’s role in lithium ion battery anodes, Volkswagen’s megfactory focus , lithium’s price paradox and more.

Magazine | Apr 10, 2019

Q1 2019 | Benchmark Quarterly - issue 17

<h5>In this issue:</h5> Cathodes producers left in the cold by the auto-battery alliance, the importance of manganese, copper's electric vehicle opportunity and more. &nbsp;

Magazine | Jan 06, 2019

Q4 2018 | BENCHMARK QUARTERLY - ISSUE 16

<h5>In this issue:</h5> Plans for battery grade nickel from Indonesia, lithium's hard-rock dominance extended, SK Innovation's US megafactory and more.

Magazine | Oct 06, 2018

Q3 2018 | BENCHMARK QUARTERLY - ISSUE 15

<h5>In this issue:</h5> The megafactories are here, is nickel the next battery raw material facing a supply cliff, recycling lithium ion batteries is getting serious and more.

Magazine | Jul 06, 2018

Q2 2018 | BENCHMARK QUARTERLY - ISSUE 14

<h5>In this issue:</h5> Trump's tariffs and the EV supply chain, graphite &amp; nickel uncertainty clouds auto plans, cobalt prices in bear territory &amp; more.

Magazine | Apr 06, 2018

Q1 2018 | BENCHMARK QUARTERLY - ISSUE 13

<h5>In this issue:</h5> Total doubles down on solid state batteries, raw material price spikes threaten battery cost reduction targets, China's giants cement position at lithium's top table &amp; more.

Magazine | Jan 06, 2018

Q4 2017 | BENCHMARK QUARTERLY - ISSUE 12

<h5>In this issue:</h5> The seven year niche, Glencore's cobalt goals, back to the future for Chile's lithium industry.

Magazine | Oct 06, 2017

Q3 2017 | BENCHMARK QUARTERLY - ISSUE 11

<h5>In this issue:</h5> Volkswagen pursuit of cobalt sparks a raw material red alert, cryptocurrency and minerals, China pollution crackdown sends flake graphite prices up, global battery arms race reaches new peaks.

Magazine | Jul 06, 2017

Q2 2017 | BENCHMARK QUARTERLY - ISSUE 10

<h5>IN THIS ISSUE:</h5> Chile's lithium Cold War, Tanzanian mining chaos casts shadow over graphite, Proterra's e-bus backed by BMW and more.

Magazine | Apr 06, 2017

Q1 2017 | BENCHMARK QUARTERLY - ISSUE 9

<h5>IN THIS ISSUE:</h5> Imerys acquires secretive anode technology from Japan, Elon Musk's plans for further gigafactories, the auto industry comes back full circle and more.

Magazine | Jan 06, 2017

Q4 2016 | BENCHMARK QUARTERLY - ISSUE 8

<h5>In this issue:</h5> Hitachi plans for huge anode expansions, shifts towards cylindrical lithium ion battery cells and more.

Magazine | Oct 06, 2016

Q3 2016 | BENCHMARK QUARTERLY - ISSUE 7

<h5>IN THIS ISSUE:</h5> Lithium majors step up hydroxide plans, the missing link in China's graphite empire, Berkshire Hathaway Energy's thoughts on the future of energy sources and more.

Magazine | Jul 06, 2016

Q2 2016 | BENCHMARK QUARTERLY - ISSUE 6

<h5>In this issue:</h5> Lithium ion costs reaching sub $150 per kWh, Total bid $1.1billion for Saft, Daimler doubles down on energy storage masterplan

Magazine | Apr 06, 2016

Q1 2016 | BENCHMARK QUARTERLY - ISSUE 5

<h5>In this issue:</h5> Argentina open for lithium business, graphite versus silicon anode materials, battery regulations up in the air and more.

Magazine | Jan 06, 2016

Q4 2015 | BENCHMARK QUARTERLY - ISSUE 4

<h5>IN THIS ISSUE:</h5> Vale's nickel expansion, China overtakes Japan as leading separator producer, the evolution of high purity alumina and more.

Magazine | Oct 06, 2015

Q3 2015 | BENCHMARK QUARTERLY - ISSUE 3

<h5>IN THIS ISSUE:</h5> Copper slump risks crisis for cobalt, Albemarle shifts focus to spodumene, Volkswagen in the firing line for emissions testing and more.

Magazine | Jul 06, 2015

Q2 2015 | BENCHMARK QUARTERLY - ISSUE 2

<h5>In this issue:</h5> Europe moves closer to a conflict minerals crackdown, battery grade graphite set for record year, Tesla evolves with utility battery launch and more.

Magazine | Jan 06, 2015

Q1 2015 | BENCHMARK QUARTERLY - ISSUE 1

<h5>In this issue:</h5> China loses rare earths case, Orocobre enters lithium market, EVs at the tipping point says Deutsche Bank and more.