George Miller

Senior Analyst at Rivian | Conducting critical mineral and lithium-ion battery supply chain analysis. Views are my own.

[Pete Petrovsky 🔋⚡️🚘🇦🇺 Tesla Ahead of the Curve @ahead_of_curve]

EVs are now 4x cleaner than internal combustion engine cars

[Joe Lowry @globallithium]

My unsuccessful audition for a @Rivian ad.

[George Miller @BattSupplyChain]

Never thought I'd get to see @globallithium chauffeur a @Rivian from LAX! Cheers to Joe and @tara_berrie for helping bring critical minerals into spotlight that the auto industry needs 🔋🔌⚡

[Joe Lowry @globallithium]

My first time driving a @Rivian. In LA with “Boy” George & @tara_berrie

[RJ Scaringe @RJScaringe]

Overwhelmed by the wonderful response to our new vehicles: R2, R3 and R3X.

In less than 24 hours, we’ve taken more than 68,000 R2 reservations. We are thrilled to see this vehicle resonate so strongly with our community!

[Rivian @Rivian]

R2. Tomorrow.

Watch the live reveal and reserve your R2 on March 7th.

https://t.co/uMdVuBU9f6 | #RivianR2

[Rivian @Rivian]

This is it. Get ready to meet R2 on March 7th.

[Simon Wesierski @SimonWesierski]

Product Configurators are hard to build but let's look on how @Rivian has done it right👇 [Thread]

[George Miller @BattSupplyChain]

🔋Fleet electrification is a no brainer!⚡️Great to see @Rivian work to open these vans up to any company working towards reducing emissions.

[RJ Scaringe @RJScaringe]

Looking forward to seeing more Rivian vans helping more companies.

[George Miller @BattSupplyChain]

⚡️Excited to start a new stage in my career @Rivian in San Francisco, as part of the research and procurement team to meet their battery materials need

🔋Huge thanks to @benchmarkmin, was amazing to work building world-class actionable data to support the energy transition & EVs

[Benchmark Mineral Intelligence @benchmarkmin]

📈 Benchmark's battery grade #lithium carbonate prices continue to tick up week-on-week as downstream demand shows signs of recovery, particularly amongst LFP #cathode manufacturers.

Benchmark is the world's leading Price Reporting Agency (PRA) and market intelligence provider for the #lithiumion battery supply chain.

🔎 Our #battery raw material price methodologies have undergone the EV industry’s most rigorous independent IOSCO audit.

Learn more about Benchmark's Lithium Price Assessment service ➡ https://t.co/0qBTMkYyZa

[George Miller @BattSupplyChain]

🔋🇨🇳 Demand returning throughout the lithium ion #battery value chain just as #China extends tax breaks for NEVs out until 2027. 2023 is just warming up! ⚡️

For details on pricing and capacity info on critical raw materials, components, cells and more visit @benchmarkmin

[Caspar Rawles @CDMRawles]

Clear trend in @benchmarkmin spot cathode prices (EXW China basis) month over month

Rising demand coinciding with rising feedstock prices saw the uptick across all 7 grades assessed by Benchmark

Learn more about Benchmarks #Cathode price assessment here https://t.co/QhcaRAqdZA

[George Miller @BattSupplyChain]

This differential between natural and synthetic graphite #battery anodes is narrowing throughout the spectrum of anode quality, leading the technologies to tussle for market share. For further analysis, visit @benchmarkmin
https://t.co/YWzARaNopH

[George Miller @BattSupplyChain]

🔋🇨🇳A widening pool of coke feedstock alongside rapid synthetic graphite #anode project development in #China has flooded the #EV market with synthetic graphite dominant anodes with low energy anodes using natural and synthetic feedstocks converging in price for the first time

[George Miller @BattSupplyChain]

Chart taken from @benchmarkmin's Q1 2023 Flake Graphite Forecast, contact us if you'd like more graphite market information!

[George Miller @BattSupplyChain]

🔋 With growing policy efforts to reduce reliance on #China for #battery supply chains, a regularly overlooked challenge remains in developing the #anode value chain, where China controls the majority of the anode value chain at economies of scale yet to be seen elsewhere. 🇨🇳

[George Miller @BattSupplyChain]

🔋 Huge growth potential for Africa as a low-cost hub for #graphite supply, especially given policy direction in EU and USA towards reducing dependence on #China dominated LiB supply chains 🇨🇳

[Simon Moores @sdmoores]

It’s been fascinating to watch the scaling of flake graphite production in Africa namely Madagascar & Mozambique over last decade.

Gone are the days the world just looks to China for #graphite (including Chinese consumers).

🌍 Is Tanzania next?

https://t.co/vsu8cDWxuP

[Simon Moores @sdmoores]

Significant moment for Europe’s #graphite and #anode ambitions as Talga gets Environmental approval for #graphite mine in Sweden.

#Graphite - the biggest input into a lithium ion battery yet a critical mineral that doesn’t get the attention needs.

Major congratulations to Mark Thompson ( @dinosaurman1 ) and @Talga_Ltd who have been in this since the pre Giga era!

[Caspar Rawles @CDMRawles]

Contract pricing in the CIF Asia #lithium market starting to correct more noticeably as lagged contract terms react to spot pricing movement in recent months

Both carbonate & hydroxide contracts down by >9% in 2wks up to 5 April

Spot pricing down by >14% in 7 days up to 5 April

[Benchmark Mineral Intelligence @benchmarkmin]

2 days left to register for #GigaUSA at a discounted rate 🚨

Battery Gigafactories USA
8-9 June 2023

Join us in Washington DC and be at the centre of discussion for the #lithiumion #battery value chain.

Our Early Bird ticket rate expires Thu 6 April:➡️https://t.co/JG5rFm9ChY

[Simon Moores @sdmoores]

Hungary is a global discuss story for building a next generation lithium ion battery economy and ecosystem.

CATL, SK, Samsung, EVE all building gigafactories and over $13bn invested and counting.

Benchmark’s #GigaEurope begins in Budapest on Tues!

https://t.co/9aJHL5U0oz