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Simon Moores
@sdmoores
there isn’t just one price for lithium ion batteries…
Something I’ve always wanted: Benchmark Launches Lithium… twitter.com/i/web/status/1…
Something I’ve always wanted: Benchmark Launches Lithium… twitter.com/i/web/status/1…
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Simon Moores
@sdmoores
I look forward to spending more time in India in 2023 as the global battery arms race heats up…
India is “far… twitter.com/i/web/status/1…
India is “far… twitter.com/i/web/status/1…
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Simon Moores
@sdmoores
“Lithium and rare earths will soon be more important than oil and gas…”
OPINION: Europe is on a mission to secu… twitter.com/i/web/status/1…
OPINION: Europe is on a mission to secu… twitter.com/i/web/status/1…
Simon Moores
@sdmoores
Lithium ion battery cathode material…
LFP - 99% is made in China.
NCM 811 - 78% is made in China… twitter.com/i/web/status/1…
LFP - 99% is made in China.
NCM 811 - 78% is made in China… twitter.com/i/web/status/1…
Simon Moores
@sdmoores
Raw materials aside (for now)…
The world will need to invest an extra $200bn in lithium ion battery cells to me… twitter.com/i/web/status/1…
The world will need to invest an extra $200bn in lithium ion battery cells to me… twitter.com/i/web/status/1…
Simon Moores
@sdmoores
Raw materials aside (for now)…
The world will need to invest an extra $200bn in lithium ion battery cells to me… twitter.com/i/web/status/1…
The world will need to invest an extra $200bn in lithium ion battery cells to me… twitter.com/i/web/status/1…
Simon Moores
@sdmoores
Tesla - Syrah graphite anode deal update:
Final Spec to be agreed no later than 31 December 2022
Qualificati… twitter.com/i/web/status/1…
Final Spec to be agreed no later than 31 December 2022
Qualificati… twitter.com/i/web/status/1…
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Simon Moores
@sdmoores
China is on track to have over five times the lithium ion battery capacity than USA by 2030. #EV
9 Charts: who’… twitter.com/i/web/status/1…
9 Charts: who’… twitter.com/i/web/status/1…
Simon Moores
@sdmoores
Lithium carbonate & hydroxide
Nickel Sulphate
Cobalt Sulphate
Flake Graphite
…will all now appear in t… twitter.com/i/web/status/1…
Nickel Sulphate
Cobalt Sulphate
Flake Graphite
…will all now appear in t… twitter.com/i/web/status/1…
Simon Moores
@sdmoores
Lithium Prices since 1 January 2021, @benchmarkmin
Benchmark’s Battery grade lithium carbonate EXW China ytd … twitter.com/i/web/status/1…
Benchmark’s Battery grade lithium carbonate EXW China ytd … twitter.com/i/web/status/1…
Simon Moores
@sdmoores
Lithium prices: oh what a wild ride it’s been since 2006/07 - @benchmarkmin data
@Hanisha_Bnchmrk > sums up the… twitter.com/i/web/status/1…
@Hanisha_Bnchmrk > sums up the… twitter.com/i/web/status/1…
...but wait! There's more!
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fakhright
@fakhright
astaghfirullah peng.krim guaaaaaaaa..............a *salto sambil solat*
