Daisy Jennings-Gray (@daisy_benchmark) 's Twitter Profile
Daisy Jennings-Gray

@daisy_benchmark

Head of Prices @Benchmarkmin | Li, Gr, Ni, Co, Mn | Price reporting agency & market intelligence for the lithium ion battery supply chain | Geologist |

ID: 1379401465417043970

linkhttps://www.benchmarkminerals.com/ calendar_today06-04-2021 11:51:59

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Adam Megginson (@adam_benchmark) 's Twitter Profile Photo

🔔Benchmark Graphite Price update🔔 Benchmark Flake Graphite Price Index falls 4.4% m-o-m as strong seasonal supply meets slow purchasing activity ☀️Summer period in Heilongjiang Province enables good seasonal supply from the crucial region 🔩Uncertain industrial sector

🔔Benchmark Graphite Price update🔔

Benchmark Flake Graphite Price Index falls 4.4% m-o-m as strong seasonal supply meets slow purchasing activity

☀️Summer period in Heilongjiang Province enables good seasonal supply from the crucial region

🔩Uncertain industrial sector
Caspar Rawles (@cdmrawles) 's Twitter Profile Photo

Spot #Lithium prices fall accross the board in this wks Benchmark Mineral Intelligence price assessment Comfortable inventories & seasonal quietness led to little spot activity over the 7 days to 2 Aug CIF Asia grades converge towards domestic 🇨🇳 pricing as buyers capitalise on market weakness

Spot #Lithium prices fall accross the board in this wks <a href="/benchmarkmin/">Benchmark Mineral Intelligence</a> price assessment

Comfortable inventories &amp; seasonal quietness led to little spot activity over the 7 days to 2 Aug

CIF Asia grades converge towards domestic 🇨🇳 pricing as buyers capitalise on market weakness
Adam Megginson (@adam_benchmark) 's Twitter Profile Photo

📉#Lithium prices fall – especially in the seaborne Asia market – as tepid summer purchasing activity enables consumers to negotiate lower spot prices given their healthy midstream inventories Benchmark's CIF Asia price premium to EXW China market narrows Some #cathode makers

📉#Lithium prices fall – especially in the seaborne Asia market – as tepid summer purchasing activity enables consumers to negotiate lower spot prices given their healthy midstream inventories

Benchmark's CIF Asia price premium to EXW China market narrows

Some #cathode makers
Daisy Jennings-Gray (@daisy_benchmark) 's Twitter Profile Photo

Looking forward to speaking about the latest trends in the #lithium market at Benchmark Mineral Intelligence's event in London during LME Week Numbers are limited, sign up here - lnkd.in/e2aySG9E

Looking forward to speaking about the latest trends in the #lithium market at <a href="/benchmarkmin/">Benchmark Mineral Intelligence</a>'s event in London during LME Week

Numbers are limited, sign up here - lnkd.in/e2aySG9E
Simon Moores (@sdmoores) 's Twitter Profile Photo

Appreciative of Senator Joe Manchin Senate Energy Democrats for using latest Benchmark Mineral Intelligence in today’s Critical Minerals hearing in the US Senate. China production share of mining and processing of key EV battery raw materials: 🟠 Lithium: Mine 18% / refine 62% 🟠 Nickel: refine 13% 🟠

Appreciative of <a href="/Sen_JoeManchin/">Senator Joe Manchin</a> <a href="/EnergyDems/">Senate Energy Democrats</a> for using latest <a href="/benchmarkmin/">Benchmark Mineral Intelligence</a> in today’s Critical Minerals hearing in the US Senate.

China production share of mining and processing of key EV battery raw materials: 

🟠 Lithium: Mine 18% / refine 62% 
🟠 Nickel: refine 13%
🟠
Simon Moores (@sdmoores) 's Twitter Profile Photo

A huge achievement from @Benchmarkmin Prices / PRA division - true industry first. Shifting the lithium and battery raw materials space away from journalistic methods of price collection to a data-first, industry-knowledge approach has been one of our great achievements.

A huge achievement from @Benchmarkmin Prices / PRA division - true industry first. 

Shifting the lithium and battery raw materials space away from journalistic methods of price collection to a data-first, industry-knowledge approach has been one of our great achievements.
Adam Megginson (@adam_benchmark) 's Twitter Profile Photo

Benchmark Price Update 🇨🇳Bearish lithium price sentiment in China eases after mid-Autumn festival period Seaborne Asia spot prices stabilise Carbonate demand continues to be stronger than hydroxide in Asia, due to consistent #LFP demand 🌎Elsewhere, chemicals prices are stable

Benchmark Price Update
🇨🇳Bearish lithium price sentiment in China eases after mid-Autumn festival period

Seaborne Asia spot prices stabilise

Carbonate demand continues to be stronger than hydroxide in Asia, due to consistent #LFP demand

🌎Elsewhere, chemicals prices are stable
Adam Megginson (@adam_benchmark) 's Twitter Profile Photo

🇨🇳China to impose restrictions on graphite exports from 1 Dec Licences will be needed to #export graphite, what remains to be seen is how quickly these will be given and whether they will not be granted to any existing export customers The move has wide ranging implications on

Daisy Jennings-Gray (@daisy_benchmark) 's Twitter Profile Photo

#Graphite export permits in China yesterday: measures are already in place for some graphite material but these regulations target #battery material. Could mean short term supply hiccup whilst licenses take 1-2 months to be approved - some customers already looking to stockpile

Howard Klein (@lithiumionbull) 's Twitter Profile Photo

🔥NEW VODCAST: E91 Benchmark’s #Lithium Price Forecast🔥 Join Rodney Hooper & me discussion w/ Daisy Jennings-Gray Benchmark Mineral Intelligence PLUS: why Goldman sees $10K spot carbonate in 2024… Video👉youtu.be/CifsXipc3UM?fe… Teaser👇

Daisy Jennings-Gray (@daisy_benchmark) 's Twitter Profile Photo

Honoured to have attended the International Lithium Association event on Monday night, where representatives from the Bolivian and UK governments, including the Vice President David Choquehuanca, met to discuss how Bolivia can ensure a sustainable future for its #lithium industry

Honoured to have attended the International Lithium Association event on Monday night, where representatives from the Bolivian and UK governments, including the Vice President David Choquehuanca, met to discuss how Bolivia can ensure a sustainable future for its #lithium industry
Daisy Jennings-Gray (@daisy_benchmark) 's Twitter Profile Photo

Benchmark's #cobalt hydroxide CIF Asia price was assessed at a record low $5.65/lb on 26 Feb - highlighting the challenge facing the DRC gov, who announced on Monday that exports from the country had been halted for a min. of 4 months in an effort to the stymie the price decline

Benchmark's #cobalt hydroxide CIF Asia price was assessed at a record low $5.65/lb on 26 Feb - highlighting the challenge facing the DRC gov, who announced on Monday that exports from the country had been halted for a min. of 4 months in an effort to the stymie the price decline
Benchmark Mineral Intelligence (@benchmarkmin) 's Twitter Profile Photo

📈 CIF Europe terbium oxide prices assessed as 267% higher than DDP China China's export controls on rare earth elements (REEs) have triggered a notable price bifurcation between the Chinese domestic market and international markets. Read more: eu1.hubs.ly/H0mcPSg0

📈  CIF Europe terbium oxide prices assessed as 267% higher than DDP China

China's export controls on rare earth elements (REEs) have triggered a notable price bifurcation between the Chinese domestic market and international markets.

Read more: eu1.hubs.ly/H0mcPSg0
Benchmark Mineral Intelligence (@benchmarkmin) 's Twitter Profile Photo

Benchmark data illustrates the unprecedented volatility of #lithium prices, marking key chapters in the market's demand story. This data features in Benchmark's new Special Issue. To read further analysis on the evolving picture - request a copy➡️ content.benchmarkminerals.com/request-specia…

Benchmark data illustrates the unprecedented volatility of #lithium prices, marking key chapters in the market's demand story.

This data features in Benchmark's new Special Issue.

To read further analysis on the evolving picture - request a copy➡️ content.benchmarkminerals.com/request-specia…
Benchmark Mineral Intelligence (@benchmarkmin) 's Twitter Profile Photo

📺 Benchmark data featured in Sky News coverage of the world's reliance on rare earth elements and the challenge of bolstering supply chain security. Ed Conway used Benchmark's price data to highlight the regional bifurcation between HREO prices in China compared to Europe.