Critical Perspective: 3 of 6

Despite Tesla's Gigafactory 1 having kicked-off the global battery manufacturing arms race, the US is standing idle while major build-outs proliferate in Asia
CRITICAL PERSPECTIVE

Battery metals arms race heats up with US lagging

Benchmark forecasts major mineral disruption as battery demand grows to 2028

07 February 2019

Time to shine: 2019 could be graphite's year in the sun
ENERGY MINERALS

Graphite moves towards its turn in the sun

Benchmark's Andy Leyland talks graphite prices, supply and potential offtakes

24 January 2019

BP is better known for its oil business but has a wind division and has kept an eye on lithium-ion tech
ENERGY MINERALS

Oil majors coming to energy metals

Benchmark analyst says multi-nationals looking at long-term energy trends still keen on battery tech

08 January 2019

The cobalt market is likely to move towards more short-term, spot deals due to falling prices
ENERGY MINERALS

Will cobalt prices continue to fall in 2019?

Benchmark's Caspar Rawles talks 2018 trends, Kamoto suspension and 2019 outlook

29 November 2018

'Skinny milk please': Just like baristas, lithium producers need to be spot on to sell their wares
LEADERSHIP

"Mining companies are really becoming bespoke makers of chemicals"

McKinsey specialist Ken Hoffman says miners becoming chemists

26 November 2018

 Indonesian nickel operations could add significant tonnes of cobalt to global supply in the next decade
ENERGY MINERALS

Indonesian nickel-cobalt mines to have big impact

Q&A: Benchmark's Simon Moores says upcoming Ni-Co projects in Indonesia could stop supply fears

07 November 2018

Trafigura is supporting Chemaf's responsible mineral sourcing programme at the Mutoshi mine in the DRC
ENERGY MINERALS

Ensuring the sustainability of cobalt

Benchmark's Caspar Rawles talks long-term deficit and sustainability initiatives

17 October 2018

Lithium prices are dropping as new supply outpaces demand growth
ENERGY MINERALS

China's lithium optimism persists

Benchmark's Albert Li talks price falls, government subsidies and rising EV sales

04 October 2018

RESOURCE STOCKS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

RESOURCE STOCKS

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

RESOURCE STOCKS

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

RESOURCE STOCKS

Helix Resources: A Systematic Approach to Copper Exploration

ASX-listed junior poised for a new discovery in the renowned high-grade Cobar copper

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

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