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2040 petrol and diesel vehicle ban 'unrealistic', warn experts

2040 petrol and diesel vehicle ban 'unrealistic', warn experts

A critical shortage of nickel for batteries could cripple the EV revolution.

Research

06 NOV 2019
Electric vehicles push nickel into the limelight

Electric vehicles push nickel into the limelight

Macquarie's Jim Lennon says the future for nickel is bright if producers can handle a demand boom

Research

01 NOV 2019
Rio Tinto's lithium muddle and why ioneer is in line to benefit

Rio Tinto's lithium muddle and why ioneer is in line to benefit

Rio's intermittent messaging around lithium has become increasingly confused

Research

01 NOV 2019
Nickel's stock rises

Nickel's stock rises

Turning nickel into EV batteries is clearly animating markets - but the road ahead may be bumpy.

Research

17 OCT 2019
Gold, nickel up - but iron ore, coal set to struggle

Gold, nickel up - but iron ore, coal set to struggle

Gold and nickel look set to be winners, while coal, iron ore and zinc may struggle, the bank said.

Research

08 OCT 2019
Australian nickel back in town

Australian nickel back in town

Withering metal, and producers, now thriving

Base metals

13 SEP 2019
Potential panic buying in nickel market

Potential panic buying in nickel market

Second stream of demand is likely force end users to compete for dwindling stocks

Miner's right

05 AUG 2019
Vanadium bottoms, a glimpse of blue-sky ahead

Vanadium bottoms, a glimpse of blue-sky ahead

No boom, no bust - juniors just looking for the right equilibrium

Research

24 JUL 2019
Rio Tinto wake-up call

Rio Tinto wake-up call

Mining major shows it can make mistakes

Research

19 JUL 2019
Mind the gap: Valuations, funding belie 'huge' opportunities

Mind the gap: Valuations, funding belie 'huge' opportunities

Plans to mine, refine and produce lithium batteries in Europe may struggle to get off the ground

Research

05 JUL 2019
The lithium speed bump

The lithium speed bump

Demand for EVs has failed to live up to expectations

Miner's right

24 JUN 2019
EV revolution challenge for Big Two

EV revolution challenge for Big Two

Barry FitzGerald wonders if iron ore will be the most attractive sector in 10-20 years

Research

12 JUN 2019
High graphite prices spur new ex-China developments

High graphite prices spur new ex-China developments

Roskill looks at China's ongoing dominance and the impact of pollution concerns

Research

07 JUN 2019
Nickel sulphate demand to exceed 900,000t by 2029

Nickel sulphate demand to exceed 900,000t by 2029

Chinese incentives and regulations steering towards nickel-bearing NCM and NCA cathodes

Research

07 JUN 2019
Battery metal miners face new challenge

Battery metal miners face new challenge

Lithium is being squeezed as rising costs meet falling prices

Miner's right

03 JUN 2019
VHM buoyed by rare earths appetite

VHM buoyed by rare earths appetite

Lynas isn't the only company seeing increased interest

Capital markets

24 MAY 2019