184. Market dynamics and Pricing of Battery Materials - Jun25

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.

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Episoder(203)

244. AI Transforming Distribution Grids - Aug26

244. AI Transforming Distribution Grids - Aug26

There is no shortage of discussion about the role of AI in the energy transition. Yet while many talk about the future of intelligent grids, only a handful of industry leaders are delivering solutions...

31 Aug 30min

243. From EVs to BESS: Why capital is flowing to batteries - Aug26

243. From EVs to BESS: Why capital is flowing to batteries - Aug26

Recorded at the SolarPower Summit in Brussels this conversation between Laurent Segalen and Jonathan Gifford examines why batteries have become one of the fastest growing and most strategically import...

24 Aug 21min

242. HVDC & the Grid of the future - Michael Barnard - Aug26

242. HVDC & the Grid of the future - Michael Barnard - Aug26

Michael Barnard welcomes Cornelis Plet, CTO of Grid Systems Integration at GE Vernova, about the technologies reshaping modern power systems and the practical realities of building an electrified futu...

17 Aug 41min

241. The Great Oxford Debate: “Energy and Aristotle" - Aug26

241. The Great Oxford Debate: “Energy and Aristotle" - Aug26

In March 2026, Laurent was invited by Jan Rosenow at Oriel College, Oxford, for a public debate on the energy transition. Held in the College's historic library, the discussion brought together contra...

10 Aug 34min

240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26

240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26

During Intersolar (The Smart E), Gerard sat down with Dr Chuan Lu, CEO Astronergy and Director of Chint Group to discuss, from the inside the Chinese Solar revolution. 2026 was Dr Lu and Chint 15th pa...

3 Aug 29min

239. Space PPAs for satellites - Jul26

239. Space PPAs for satellites - Jul26

Laurent and Gerard set out to explore one of the biggest ideas emerging alongside the excitement around the SpaceX IPO: datacenters in space. To refuel those satellites emerged the concept of an orbit...

27 Jul 26min

238. Revealed: CIP’s Playbook (Live from DLA Piper) - Jul26

238. Revealed: CIP’s Playbook (Live from DLA Piper) - Jul26

In June 2026, Gerard and Laurent recorded a live episode at DLA Piper’s Charging Up Capital 2026 Global Energy and Digital Investments Forum with Rowan Parkhouse, Managing Director at Copenhagen Infra...

20 Jul 35min

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

Gerard and Laurent first welcomed David Scaysbrook to the podcast in Episode 66, back in January 2022, for a conversation about the future of 24/7 power. Four years later, it felt like the right momen...

13 Jul 31min

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