Tony Alderson

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Tony Alderson

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
Tony Alderson
Tony Alderson@tony_benchmark·
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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Tony Alderson
Tony Alderson@tony_benchmark·
🚨 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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Daisy Jennings-Gray
Daisy Jennings-Gray@daisy_benchmark·
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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Dr Cameron Perks
Dr Cameron Perks@DrCamPerksBMI·
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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Tony Alderson
Tony Alderson@tony_benchmark·
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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Tony Alderson
Tony Alderson@tony_benchmark·
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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Tony Alderson
Tony Alderson@tony_benchmark·
For Tesla and other big OEMs, a surge in lithium mining/refinement projects is critical for future supply security.
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Tony Alderson
Tony Alderson@tony_benchmark·
"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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Caspar Rawles
Caspar Rawles@CDMRawles·
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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