George Miller

EVs are now 4x cleaner than internal combustion engine cars

My unsuccessful audition for a @Rivian ad.

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 🔋🔌⚡

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!

R2. Tomorrow. Watch the live reveal and reserve your R2 on March 7th. rivn.co/R2 | #RivianR2

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

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

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

⚡️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'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 ➡ lnkd.in/efvZWxP9

🔋🇨🇳 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

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 source.benchmarkminerals.com/article/synthe…

🔋🇨🇳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

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

🔋 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. 🇨🇳

🔋 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 🇨🇳

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!

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

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:➡️events.benchmarkminerals.com/event/ce11722f…

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! events.benchmarkminerals.com/event/da3e1b1f…