Luke Bouchet
@luke_bouchet
Business Intelligence Manager @benchmarkmin
Independent actionable intelligence for lithium ion 🔋to #EV supply chain
Weekly Newsletter: bit.ly/3EhhF0O
ID: 1447860292457832450
https://www.benchmarkminerals.com/ 12-10-2021 09:43:03
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The UK is buzzing to have its second major gigafactory investment confirmed, Tata / Jaguar Land Rover’s £4bn plant in Somerset. Channel 4 News put it in context using Benchmark Mineral Intelligence data… China is way ahead in this EV battery story and will remain so beyond 2030
Critical minerals like lithium, batteries and EVs are building our future. Pioneers like Arnold Schwarzenegger began the process 20 years ago… but vision is still lacking from this generation of politicians not willing to risk their position. A moment in time for me to sit down
Thanks TianqiLithiumAU for an excellent tour around your LHM facility. Seriously interesting and impressive, some things are only really understood once you see it in person. Seen behind is the hydromet section of train 1 (and the partially constructed train 2)
🚨 Australia 🇦🇺 it’s good to be back… The Benchmark World Tour 2024 will kick off in our spiritual home, Australia. Join Team Benchmark, free: 🌍 Perth, Mon 29 Jan: benchmarkevents.benchmarkminerals.com/worldtourperth 🌍 Melbourne, Weds 31 Jan: benchmarkevents.benchmarkminerals.com/worldtourmelbo… 🌍 Sydney, Friday 2 Feb:
Sodium ion batteries are here and more are on their way. But the supply chain game is not as straight forward as some may expect. Benchmark Mineral Intelligence’s new report: Sodium ion Batteries 101: Their Promise and Future Free to download here: source.benchmarkminerals.com/downloads/spec…
European battery makers are pausing or delaying battery factory plans. Benchmark Mineral Intelligence has seen 96 GWh of planned European cell capacity pushed beyond the 2030 pipeline in May and June. reuters.com/business/autos…