Has China reached peak graphite?

New data from Benchmark Mineral Intelligence shows China’s share of global natural graphite output in 2014 falls to mid-1990 levels.

Simon Moores - Benchmark Mineral Intelligence | December 9, 2014 | 4:29 pm

China admits 40% of magnetic rare earths supply is illegal

World's dominant supplier of rare earth elements reveals a huge portion of supply used in magnets is illegally mined; much larger than initially anticipated

Simon Moores - Benchmark Mineral Intelligence | October 21, 2014 | 9:10 pm

Batteries leave lithium hydroxide facing tight supply

2015 could see a battery surge as lithium hydroxide faces a shortage on strong global demand, says Benchmark

Simon Moores - Benchmark Mineral Intelligence | October 15, 2014 | 1:11 am

Inside Australia’s graphite boom

2014 has seen graphite stocks in Australia take-off with the value of ASX-listed companies topping $1bn

Simon Moores - Benchmark Mineral Intelligence | October 13, 2014 | 5:12 pm

Tesla’s Gigafactory: Needs 6 new graphite mines, but where will cobalt be sourced?

The electric motor company's plans to double the globe's battery output will up graphite demand 152%, but sourcing cobalt outside the Congo could prove difficult.

Simon Moores - Benchmark Mineral Intelligence | May 25, 2014 | 5:42 pm