Adam Megginson @adam_benchmark
Senior Analyst @Benchmarkmin | Price reporting agency & market intelligence for the lithium ion battery supply chain | he/him benchmarkminerals.com UK Joined September 2022-
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⛏️You may have heard that US Defense needs Rare Earths... Crucial US military platforms such as the Arleigh Burke destroyer and Virginia-class submarine require 2.6mt and 4.6mt of #REEs to be precise. ✈️F-35 Fighter jets use 418kg of REEs, essential for weapons targeting…
🌍Beyond excited to join @benchmarkmin's inaugural #GigaAfrica conference in September. #Cell, anode and cathode producers are looking to derisk and diversify their supply chains, elevating the profile of projects in Africa. And these projects are now reaching further and…
"Benchmark's forecasts assume an end to US EV tax credits." As supply chain participants digest a cooling of the dramatic #tradewar between the US and China, a landmark bill is introduced into Congress which would see most tax benefits for EVs eliminated by the end of 2026. If…
🔎Why are lithium prices sliding? Sellers in China have expressed consternation given a robust domestic demand picture in April. But falling buying interest in the seaborne import markets of South Korea and Japan has weighed on prices. And now domestic sentiment is turning more…
🔎 Benchmark LFP black mass prices have fallen 39.0% since they peaked in April 2024 at $645 per % of Li contained. On an EXW China basis, they are now down to $393 per % Li contained – a 14.2% decline in September versus August. 📉 Falling virgin lithium carbonate prices have…
💵 How to Finance the Energy Transition? It could be the biggest question facing this ambitious transition. The role of the private sector has always been top of mind, but the public sector's role has come into sharper focus since the US' ambitious IRA was signed into law in…
The largest acquisition in the lithium market to date. And at a hefty 90% premium to the current Arcadium share price. But why such a premium? The cash offer comes to $6.7bn, 56% higher than Arcadium’s average market capitalisation since it was formed from the merger of Livent…
Market led pricing, also known as indexing, is used in a wide range of #criticalmineral and other more mature #commodity markets as a mechanism to settle prices for long term supply contracts. Our goal is to provide the industry's most accurate and reliable price assessments,…
🔻The Benchmark Lithium Price Index falls 3.2%, despite bearish price sentiment easing somewhat in China Destocking of EV and finished cell inventory limits pressure for midstream players to procure raw materials and weighs on chemicals prices Meanwhile, sellers in #China show…
🌎 Benchmark Lithium Price Index falls 4.6% driven by falling prices outside China, as bearish summer sentiment extends into July 🇨🇳 In the Chinese domestic market prices tick down as short term demand expectations remain negative #Cell sales in June exceeded production, so…
🔻Benchmark lithium hydroxide prices in China fall marginally by 2.0% week-on-week as downstream demand sentiment turns gloomier. After strong consecutive month-on-month increases in cathode production figures in China during March and April, contacts reported lower expectations…
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. @benchmarkmin’s new report: Sodium ion Batteries 101: Their Promise and Future Free to download here: source.benchmarkminerals.com/downloads/spec…
❇️It was a pleasure moderating the sustainable gigafactories panel at Giga Europe last week. I opened the session by introducing how Benchmark Mineral Intelligence is tracking the buildout of 411 gigafactories worldwide - all of which have been identified utilising cutting-edge…
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