Shows
The HC Commodities PodcastLithium’s Hard Year with Caspar Rawles In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is the long-term demand picture? How does geopolitics fit within that? Does technological change threaten the outlook? And in such a volatile market, why is risk management essential? Our guest is Caspar Rawles, Chief Operating Officer at Benchmark, the Independent Price Reporting Agency for Critical Minerals, including Lithium, which will soon be launching three Lithium futures contracts with the Intercontinental Exchange, ICE. What are those co...2025-07-0935 min
Redefining Energy184. Market dynamics and Pricing of Battery Materials - Jun25Six 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 IOSC...2025-06-2333 min
Rock Stock ChannelBreaking News! Benchmark Minerals & ICE Launch Lithium Futures | Caspar RawlesIn this episode, we break significant news in the critical minerals and energy transition space, featuring Caspar Rawles, COO of Benchmark Minerals Intelligence (BMI). Rawles announces a landmark partnership between Benchmark and the Intercontinental Exchange (ICE) to launch a suite of futures contracts for lithium, cobalt, and spodumene—marking ICE’s first move into the mining sector.
The contracts, which will be cash-settled and based on Benchmark’s globally respected price assessments, represent a major evolution in how critical minerals are traded and hedged. The offerings include lithium carbonate and lithium hydroxide CIF Asia, spodumene concentrate FOB Austra...2025-04-2419 minThe HC Commodities PodcastThe Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral IntelligenceWhy is it crucial to the energy transition that critical minerals that underpin it develop traded markets? What will it take to get there? And what are the challenges that this future faces - from uncertain policies, to supply chains and geopolitics? On February 22, in London, Benchmark Minerals Intelligence hosted the HC Insider Podcast in front of a live audience to discuss these questions. Our panellists were Guy Winter, Partner at Fasken, Jessica Fung, Head Strategist at Pala Investments, Matthew Ashley, Lead Cobalt Trader at Traxys and Caspar Rawles, Chief Data Officer at Benchmark.For more on H...2024-02-2848 minThe HC Commodities PodcastWho Prices Lithium? with Simon Moores &Caspar RawlesWho prices Lithium today and who will trade it in the future? In this episode we dive back into the Lithium supply chains. What forms of Lithium are traded and how are contracts structured and priced? What efforts are the exchanges making to create liquidity and risk management tools and will the trading houses of today dominate Lithium trading in the future? Our guests are Simons Moores, founder and CEO, and Caspar Rawles,Chief Data Officer, at Benchmark Minerals Intelligence, the independent price reporting agency and consultancy focused on battery metals.
2023-12-0639 min
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 224 - Closing the Information Gap on the Demand and Procurement of Battery Metals with Caspar Rawles, Chief Data Officer at Benchmark Mineral Intelligence [Planet MicroCap Podcast]For this episode of the Planet MicroCap Podcast, I spoke with Caspar Rawles, Chief Data Officer at Benchmark Mineral Intelligence. This interview was a selfish pursuit on my part because I felt a disconnect between the mainstream idea that we need more battery metals for EV and other applications, and what the reality of the situation looks like right now: are we using the right technology for EV batteries, the actual problem with procurement of these raw materials, why the issues are greater than securing sources of these materials. The Benchmark Mineral Intelligence team and Caspar are at the...2022-04-271h 03
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 224 - Closing the Information Gap on the Demand and Procurement of Battery Metals with Caspar Rawles, Chief Data Officer at Benchmark Mineral IntelligenceFor this episode of the Planet MicroCap Podcast, I spoke with Caspar Rawles, Chief Data Officer at Benchmark Mineral Intelligence. This interview was a selfish pursuit on my part because I felt a disconnect between the mainstream idea that we need more battery metals for EV and other applications, and what the reality of the situation looks like right now: are we using the right technology for EV batteries, the actual problem with procurement of these raw materials, why the issues are greater than securing sources of these materials. The Benchmark Mineral Intelligence team and Caspar are at the forefront...2022-04-271h 03
Talking ResponsiblyEpisode 23 - Caspar RawlesBack to our usual format this week with a lively chat with specialists metals expert & Chief Data Officer at Benchmark Mineral Intelligence, Caspar Rawles. We talk nickel pricing, cobart mining, and shipping spondumene. Adam finally learned how a battery works too. Cracking stuff! If you're invested in decarbonisation, or just hope to buy an EV sometime in the future, then this episode is for you!Rory Sullivan talks rock gods in his book review this week: https://www.google.co.uk/books/edition/The_Storyteller/TbjIzgEACAAJ?hl=enPlease feel free to connect with any...2022-04-0854 min
CleanTech Talk — Tesla, Solar, Battery, Climate, AI, EV, & Other Tech News & AnalysisThe EV Battery Supply Chain & Pricing — Nickel, Cobalt, & Lithium Trends (Part 2)In the second half of this CleanTech Talk podcast interview, CleanTechnica CEO Zach Shahan continues his talk with Caspar Rawles, Head of Price Assessments at Benchmark Mineral Intelligence, to delve into the battery supply chain.2021-02-0734 min
CleanTech Talk — Tesla, Solar, Battery, Climate, AI, EV, & Other Tech News & AnalysisThe Battery Supply Chain & Pricing — Lithium, Nickel, & Cobalt Trends (Part 1)In the first half of this CleanTech Talk podcast interview, CleanTechnica CEO Zach Shahan sits down with Caspar Rawles, Head of Price Assessments at Benchmark Mineral Intelligence, to discuss the battery supply chain.2021-02-0729 min
CleanTech Talk — EVs, Solar, Batteries, AI, TeslaThe EV Battery Supply Chain & Pricing — Nickel, Cobalt, & Lithium Trends (Part 2)In the second half of this CleanTech Talk podcast interview, CleanTechnica CEO Zach Shahan continues his talk with Caspar Rawles, Head of Price Assessments at Benchmark Mineral Intelligence, to delve into the battery supply chain.2021-02-0634 minCleanTech Talk — EVs, Solar, Batteries, AI, TeslaThe Battery Supply Chain & Pricing — Lithium, Nickel, & Cobalt Trends (Part 1)In the first half of this CleanTech Talk podcast interview, CleanTechnica CEO Zach Shahan sits down with Caspar Rawles, Head of Price Assessments at Benchmark Mineral Intelligence, to discuss the battery supply chain.2021-02-0429 min
Silver Bullion TV (SBTV)52 Caspar Rawles - Electric Vehicles Are Unquestionably The FutureCaspar Rawles from Benchmark Minerals Intelligence comes on SBTV to discuss the electric vehicle revolution and sheds light on the ongoing global battery arms race of which the US is a bystander.2019-03-2438 min