Luke

Batteries & Electric Vehicles Analyst at Benchmark Mineral Intelligence. Opinions my own.

[Benchmark Mineral Intelligence @benchmarkmin]

💡 Majority Chinese-owned companies will produce a large but declining share of nickel suitable for #batteries made in Indonesia out to 2030.

💲 Western investment will drive the trend - still, 90% of Indonesian #nickel will come from producers under some Chinese ownership in 2030.

🔍 Benchmark's new infographic visualises the story below - read our analysis here: https://t.co/jKUbfubvIE

✅ Benchmark's Nickel Forecast provides an in-depth market outlook for supply, demand, prices and costs across all regions out to 2040.

➡️ Contact us to learn more about Benchmark's market forecast, price assessments and #sustainability analysis: https://t.co/3WeOwnDEN2

#lithiumionbatteries #criticalminerals #cathode

[Benchmark Mineral Intelligence @benchmarkmin]

💫 Benchmark Mineral Intelligence - the world’s leading provider of independent prices, data, and advisory services for the lithium ion battery and electric vehicle (EV) supply chain - has closed its first ever equity investment led by Spectrum Equity.💫

Full press release is here - https://t.co/lD1jZVwdb1

Spectrum is a leading growth equity firm focused on internet-enabled software and global data intelligence businesses. Since the firm’s inception, Spectrum has raised $11.2 billion in limited partner capital and invested in 170+ companies across the information economy.

Benchmark has emerged as the industry standard for lithium and critical mineral prices, data and supply chain intelligence used in major contract negotiations, infrastructure investment and government policy decision making.

As a result, the company has seen over 500% sales growth over the past three years as it built out its customer base, product portfolio and global footprint.

This outside investment will enable Benchmark to accelerate its expansion in analysing key energy transition technologies and their supply chains.

“We are delighted to welcome our first ever investor in Spectrum Equity,” said Simon Moores, CEO of Benchmark.

Parag Khandelwal, Managing Director at Spectrum Equity said: “Simon and the entire Benchmark team have built an exceptional company, and their independent market price assessments and supply chain data are trusted by all major market participants to make business and investment decisions that are shaping this new energy economy.”

Adam Margolin, Managing Director at Spectrum Equity said: “We are thrilled to partner with Team Benchmark. The energy transition presents a once in a generation opportunity for an independent, upstart company like Benchmark to solve the ongoing price and data requirements of the lithium ion battery supply chain, a core component of the energy transition.”

Read the full statement here - https://t.co/lD1jZVwdb1

For more information, please contact:

Nick Burroughs, Head of Subscription Sales
[phone]
[email protected]
General: [email protected]
Product Enquiries: https://t.co/JG7L5G2ZXM

[Benchmark Mineral Intelligence @benchmarkmin]

Following Benchmark’s recognition of Governor Arnold @Schwarzenegger with the inaugural Benchmark Lifetime Achievement Award, it was a pleasure to bring together Governor Schwarzenegger, Ty Dinwoodie and Simon Moores for a Keynote Fireside at #BenchmarkWeek this morning.

A glimpse of the discussion is shared below, with the extended Fireside now available to watch on-demand ➡ https://t.co/7fY55efUQI

[Benchmark Mineral Intelligence @benchmarkmin]

🚨 Benchmark becomes world’s only PRA for #lithium and EV #batterymaterials to set Type 2 IOSCO standards across the board.

Benchmark is delighted to announce the successful completion of an independent audit of its policies, processes and controls implemented to adhere to the IOSCO Principles for Price Reporting Agencies (PRA).

Full details, including prices assessed, are available in our press release ➡️ https://t.co/WwGRDinSj1

✅ To learn more about our Price Assessments and to request a sample report, speak to our experts today ➡️ https://t.co/oC2tTVIIjK

[IDTechEx @IDTechEx]

Thermal Interface Materials Breaking Status Quo as EV Batteries Evolve: Thermal Interface Material (TIM) plays an important role in power electronics, computing processors, sensors, and energy storage devices. TIMs are the materials used to fill the void… https://t.co/PbumSDKg2c

[IDTechEx @IDTechEx]

Why Hydrogen Fuel Cell Adoption Is Accelerating in Marine Markets: The maritime sector, which accounts for approximately 2.9% of global carbon emissions, is seeking to meet broader climate goals such as the Paris Agreement and 'Fit for 55' in Europe.… https://t.co/H7GAH0GabG

[IDTechEx @IDTechEx]

Join Our Webinar on Marine Fuel Cell Markets: An Ocean of Opportunity: Friday 20 January 2023 - This webinar is based on IDTechEx's broader mobility research portfolio, tracking the adoption of electric vehicles, battery trends, autonomy, and demand… https://t.co/XtNRYeAzUO

[H.B. Fuller @GlueTalk]

2022 saw the trend of switching to Electric Vehicles accelerate, and it is showing no signs of slowing down in 2023. Curious about trends for the EV industry in 2023? Click here: https://t.co/uwHJId9EPD

[Luke @lukegear7]

It was a very interesting time writing this report, and one of the few sectors where I came away feeling fuel cells have a shot. I see good opportunities for SOFC in marine as the technology becomes more commercialised. A space to watch! #fuelcell #SOFC #hydrogen #ammonia

[H2 View @h2_view]

#Ammonia -powered solid oxide fuel cells (SOFCs) have the most potential to create #zeroemission long range vessels, according to a new @IDTechEx report. #H2View #hydrogennow

https://t.co/BmBYaIcj9U

[Dr. Katniss @DocKatniss]

Apple Seems Bullish on AR - Yet Not on the Metaverse. Why? - IDTechEx https://t.co/0ZkfkPKGhT #ASEA #ASEAinItaly

[Richard Collins @RCollinsTweets]

Great #graphene article by my colleague Conor @IDTechEx about some significant market news concerning @nanoxplore.

[Luke @lukegear7]

Weighted average battery capacities across top auto markets has been increasing. This is a trend that can’t continue forever. Power train efficiency will come to the forefront

[Stephen Shankland @stshank]

With lithium in short supply, carmakers will have to level off battery sizes and even shrink them. That means a push for efficiency: high-voltage power distribution, silicon carbide chips, shorter wires, maybe aluminum wires instead of copper.

[Stephen Shankland @stshank]

With lithium in short supply, carmakers will have to level off battery sizes and even shrink them. That means a push for efficiency: high-voltage power distribution, silicon carbide chips, shorter wires, maybe aluminum wires instead of copper.

[IDTechEx @IDTechEx]

Free-to-Attend Webinar - Electric Cars: The Road to Mass Market: Thursday 29 September 2022 - The webinar will cover 2022 H1 electric car sales; short term sales outlook and commentary; the latest EV policy by region; automaker and government EV targets;… https://t.co/v2RF1pkwKq

[Peter Campbell @Petercampbell1]

"In February, Lucid said that it expected to build between 12,000 and 14,000 vehicles in 2022, down from an original forecast of 20,000...it now expects to deliver just 6,000 to 7,000 vehicles in 2022."
https://t.co/XH2kq9fvE5

[British Potato @BritishPotato_]

How agricultural robots can help global food supply shortages: Analyst Yulin Wang considers how the Russia-Ukraine war will impact global food supply shortages, and the role of robotics within growing. https://t.co/ALU4AcPj4W @IDTechEx

[EVolution Magazine @EVolutionAlerts]

Battery swapping finds a place in the EV mix

Battery swapping is becoming across various EV segments from two-wheelers to trucks, says Shazan Siddiqi of @IDTechEx
https://t.co/8lykEd0IMN

[International Copper Association @ica_copper]

New @IDTechEx research predicts the #copper needed for car components will rise to 6 million tonnes annually by 2040.

“The shift in the automotive market dynamics point to a positive future for copper demand.” – @lukegear7

@CRUconferences #CRUCopper

[International Copper Association @ica_copper]

At the #CRUConference, @LukeGear7 of @IDTechX will provide insight on copper demand and the automotive market.

Join us on 29 March at 16:15 Santiago/UTC-3 to discuss his latest research.

#CRUCopper #EnergyTransition

[Luke @lukegear7]

As I wrote to @IDTechEx subscribers in January, ‘Sony Mobility Inc’ was a surprise, and a monumental task needing a solid manufacturing partner. With today’s Honda announcement, it’s looking clearer, and a definite step in the right direction

https://t.co/u4nZhdSz46

#EV