Harry Fisher, Project Manager (Consultancy) at Benchmark Mineral Intelligence joined 121 Mining Investment Sydney with a presentation focused on the outlook for cobalt. He begins with a look at supply and demand and gives an in-depth analysis on where Benchmark sees the market moving. A lot of these assumptions are based off the rising importance of Indonesia in this market as well as the broader APAC region.
He then provides analysis on the shifting market balance, providing a forecast for the medium-term. This in large part is reflective of the growing use of LFP batteries outside of China and the broader impact of different battery chemistries.
Website: www.benchmarkminerals.com
Guest:
Harry Fisher, Project Manager (Consultancy), Benchmark Mineral Intelligence