Message: Simon Moores, 6 days ago, posted on LinkedIn
Simon Moores• 2ndManaging Director6d • 6 days ago
It’s very clear now that 2021 is going to be the next “big one” for all of us involved in EV supply chain.
Every 4-5 years this industry a significant growth spurt, the last one was ~2017.
Benchmark Mineral Intelligence has spent this year growing and prepping for this!
Lithium and cobalt industry are relying on long term contracts to help 7-10X the entire supply base over the 2020s.
Utilising independent price data and indices together with global intelligence - what Benchmark provides - is a major influencing component of this process.
Cobalt’s shift to long term contracts is an especially interesting trend to note in the story below.
Proposed Exchange traded methods don’t work for these speciality industries.
Every 4-5 years this industry a significant growth spurt, the last one was ~2017.
Benchmark Mineral Intelligence has spent this year growing and prepping for this!
Lithium and cobalt industry are relying on long term contracts to help 7-10X the entire supply base over the 2020s.
Utilising independent price data and indices together with global intelligence - what Benchmark provides - is a major influencing component of this process.
Cobalt’s shift to long term contracts is an especially interesting trend to note in the story below.
Proposed Exchange traded methods don’t work for these speciality industries.
1 Recommendations
Loading...
Loading...
New Message
Please
login
to post a reply