Tony Alderson
14 posts

Tony Alderson
@tony_benchmark
Senior Anode Analyst at @Benchmarkmin. Mineral intelligence & price assessments for the lithium ion battery supply chain.
London, United Kingdom Katılım Mart 2022
234 Takip Edilen244 Takipçiler

Benchmark Week 2023 in LA is now less than 2 months away! 📅
Experience the 3-day conference extravaganza with access to multiple streams on a single ticket🎟️
Early Bird passes are still available until tomorrow🦅
Secure your spot now by registering below⬇️
#BenchmarkWeek2023
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🚨 To meet forecasted demand by 2030, the battery sector will require at least $514 billion of investments across the supply chain, and $920 billion by 2035🚨
Read the full insight ➡ lnkd.in/epD2SaCU
Get in touch to learn more ➡ lnkd.in/diAEFja

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Tony Alderson retweetledi

Benchmark launches weekly CIF Asia spot #lithium pricing alongside existing EXW China grades every Weds
CIF Asia contract prices - & all other grades - to be published every 2 weeks - bit.ly/3IjGzz7
Info on @benchmarkmin #price assessments here: #lithium" target="_blank" rel="nofollow noopener">benchmarkminerals.com/price-assessme…

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Tony Alderson retweetledi

Great @benchmarkmin summary of a strong year for #lithium prices this year where we've seen chemical pricing in China rise by around ~120% y-t-d 🔋⚡️ For the full recap, visit the link below.
Onto the next!🎊@tony_benchmark @daisy_benchmark
Benchmark Mineral Intelligence@benchmarkmin
Lithium prices hit record high as market pricing takes hold – 2022 in review source.benchmarkminerals.com/article/lithiu…
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Tony Alderson retweetledi

Billions of dollars removed from #lithium miners and junior's market caps today thanks to someone using trade stats for Li price. Elsewhere, IOSCO certified PRA methodology indicate LC prices have hit record-high RMB 532/kg ($74,475) this week.
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Despite a more subdued lithium chemicals market in recent months, Pilbara Minerals' spodumene pre-auction sale achieves FOB $6,350/tonne for 5,000dmt of SC5.5, underlining sustained robust demand for feedstock from non-integrated converters ⛏
For more ➡ benchmarkminerals.com/contact/

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Following the recent Goldman Sachs report stating expectations of near and long term oversupply in the lithium market, Benchmark weighs in on five key reasons why this is unlikely.
Read our research note for free below:
bit.ly/3aFws8O
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For more information on Benchmark’s Price Assessments, contact us below ⬇️
benchmarkminerals.com/contact
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"Unprecedented situation of raw material movement”
@elonmusk stated lithium as the biggest limiting factor for EV adoption with current prices making up a large share of cost growth
@Benchmarkmin’s March 2022 Lithium Price Assessment sees a LiOH surge of 15.4% over the month 📈
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Tony Alderson retweetledi

🚨 New @benchmarkmin data alert
Benchmark has launched its new, free, #Lithium Ion Battery Raw Material Price Index: benchmarkminerals.com/lithium-ion-ba…
A one stop shop to track relative changes in key #battery cathode raw materials
Full details in article here: benchmarkminerals.com/membership/ben…

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Tony Alderson retweetledi

Interesting fact on the speed of the recent #lithium price rally has been in China. Time take between milestone price levels for @benchmarkmin battery grade #lithium carbonate (EXW China):
> From RMB 100,000 to 200,000 = 3 months
> From RMB 200,000 to 500,000 = 3.5 months 📈
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