184. Market dynamics and Pricing of Battery Materials - Jun25
Redefining Energy22 Kesä 2025

184. Market dynamics and Pricing of Battery Materials - Jun25

Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries and the control that China was starting to exert of the supply chains.

Fast forward today, we bring in, Caspar Rawles, Simon’s trusted lieutenant, and COO of Benchmark Mineral Intelligence to assess how Simon’s predictions panned out. What was prophetic and what never materialized. Benchmark Mineral Intelligence, a London-based Price Reporting Agency (PRA) founded in 2014, specializes in lithium-ion battery and EV supply chains, offering IOSCO-accredited price assessments, supply-demand forecasts, ESG analytics, consultancy, global events, and policy influence.

It focuses on critical minerals and recently expanded with Rho Motion, valued at $500M. Caspar talks about the growth of BMI, about the importance of its agreement with ICE, and how he sees the future.

Laurent and Gerard conclude on Lithium and Rare Earths. Not really what you expect.

Jaksot(185)

60. From Energy Transition to Energy Crunch: The “Natgaspocalypse” - oct21

60. From Energy Transition to Energy Crunch: The “Natgaspocalypse” - oct21

For the past decade, Natural Gas has been promoted as the “Clean, Reliable and Cheap” fuel to assist the Energy Transition. Well that cosy theory, heavily promoted by the fossil fuel companies, is col...

15 Loka 202122min

59. Long Duration Energy Storage: the “Final Frontier” - oct21

59. Long Duration Energy Storage: the “Final Frontier” - oct21

What are the technological options to compensate for – as the German say - the “Dunkelflaute” (dark doldrums), those winter weeks of low winds and low solar? That’s the code that will have to be crack...

1 Loka 202133min

58. Fuel Switch or Fuel Fix for Steel and Cement? - sep21

58. Fuel Switch or Fuel Fix for Steel and Cement? - sep21

Steel and cement with their 2,000 mills and 3,000 kilns, together currently emit 15% of the world’s CO2. So far, they’ve been exempted from carbon trading or carbon pricing, which means no significant...

15 Syys 202127min

57. Methane, the invisible elephant in the room - sep21

57. Methane, the invisible elephant in the room - sep21

Methane is the largest source of greenhouse gas after CO2. The latest IPCC report has flagged the issue as “Code Red”. Until recently, Methane Emissions had not been universally monitored nor managed....

1 Syys 202134min

56. How to decarbonise Aviation? - aug21

56. How to decarbonise Aviation? - aug21

The future of Sustainable Aviation is a very hot topic, but there are currently more questions than answers: How much of the aviation can be electrified? Will innovation come from start-ups teaming up...

15 Elo 202129min

55. EVs: Tesla against the world - aug21

55. EVs: Tesla against the world - aug21

2020 has proven a turning point in the EV market, and the trend is accelerating in 2021: more models, stronger public policies, mass roll-out of charging infrastructure, and a 300bnUSD race to catch u...

1 Elo 202133min

54. Energy Trading: it is now man vs. machine - jul21

54. Energy Trading: it is now man vs. machine - jul21

The development of renewables has made power markets much more volatile, hence “volatility is the new gold”. Harnessing that volatility requires skills much beyond the traditional Energy Trader’s capa...

15 Heinä 202127min

53. Oil Majors: the journey from molecules to electrons - jul21

53. Oil Majors: the journey from molecules to electrons - jul21

Navigating the Energy Transition for an Oil Major is not that simple. Decades-old simple centralised molecules energy systems are making way to decentralised electrons models. Some Oil Majors have sim...

1 Heinä 202135min

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