Category Archives: Cobalt

Benchmark hails overwhelming reaction to Senate hearing on energy, EV supply chains

Benchmark Mineral Intelligence has welcomed the overwhelming reaction to the US Senate hearing on Tuesday 5 February in Washington, DC, which focused on electric vehicle and energy storage supply chains.

Led by Chairman Lisa Murkowski (Alaska), the hearing was the first of the US Senate Committee on Energy and Natural … Read more

EV Parking Bay

Has Glencore given electric vehicles the extra push to engineer cobalt out of a battery?

Is cobalt becoming its own worst enemy? Simon Moores, Managing Director, Benchmark Mineral Intelligence explores Glencore’s latest move to pull hydroxide supply from the market in the midst of contract negotiating season and what it means for cobalt’s strained relationship with cathode, battery and electric vehicle (EV) producers.

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On … Read more

DOWNLOAD: Lithium, cobalt prices enter new period of volatility as era of EV begins; vanadium awaits lithium ion moment

Lithium and cobalt prices are experiencing a new period of volatility as prices crest from post-2010 highs. Both speciality minerals that are key components in an electric vehicle’s lithium ion battery began to see a downward turn in 2018.

The Benchmark World Tour 2018 – the world’s leading investor forum … Read more

Financial Times cites Benchmark on cobalt’s role in electric vehicles, solid state batteries

Benchmark Mineral Intelligence’s Caspar Rawles, Analyst, and Simon Moores, Managing Director, were today cited in an article in the Financial Times.

The article, Electric cars: the race to replace cobalt, covers cobalt’s current and future role in the lithium ion and solid state battery technologies and its supply chain … Read more

Nickel v cobalt: The secret EV battle for the lithium ion battery

There is a low profile battle occurring between raw material miners and chemical manufacturers for the future of the lithium ion battery.
There is battery tug of war between nickel and cobalt that is being driven by electric vehicle (EV) manufacturers’ desire to cut battery cell costs and increase energy
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Benchmark launches cobalt industry’s first ever battery metal price

Benchmark Mineral Intelligence has initiated coverage on cobalt metal pricing by launching a Cobalt Battery Metal price to be included as part of Benchmark’s industry leading service, Cobalt Price Assessment.

Benchmark’s cobalt battery metal price tracks the metal products most suited to be converted into cobalt chemicals and used … Read more