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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
Australian Vanadium targets growing energy-storage and steel markets
Australian Vanadium targets growing energy-storage and steel markets
Australian Vanadium targets growing energy-storage and steel markets

Australian Vanadium targets growing energy-storage

Emerging vanadium player ready to join the energy space race

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
BHP sees stronger long-term EV prospects

BHP sees stronger long-term EV prospects

Company says the space is crowded with forecasters

Research

21 MAY 2019
Greenland shines brightly in the rare earth spotlight
Greenland shines brightly in the rare earth spotlight
Greenland shines brightly in the rare earth spotlight

Greenland shines brightly in the rare earth

Confluence of events timely for uniquely-placed project

SPONSORED

greenland minerals

Rio Tinto circling Kidman

Rio Tinto circling Kidman

Wesfarmers won't necessarily have free rein in bid for Kidman, writes Barry FitzGerald

Research

08 MAY 2019
EV battery nickel use climbs

EV battery nickel use climbs

Use in electric vehicle batteries doubles year-on-year

Research

24 APR 2019
The regulatory risk of battery mineral producing jurisdictions

The regulatory risk of battery mineral producing jurisdictions

Taking a look at risk from an exploration, transition & extraction perspective

Ratings

05 APR 2019
China EV subsidy cuts hit lithium outlook

China EV subsidy cuts hit lithium outlook

Analysts point to negative impact

Research

01 APR 2019
Lithium take-out valuations under the spotlight

Lithium take-out valuations under the spotlight

Number-crunching gets easier as market evolves after last year's crash

Research

29 MAR 2019
'Green economy' transition to boost cobalt, nickel, copper

'Green economy' transition to boost cobalt, nickel, copper

Bernstein says EV/ICE price parity to arrive in 2022, sooner than previously forecast

Research

15 MAR 2019
Bank calls 'cobalt implosion'

Bank calls 'cobalt implosion'

Despite increasing use as an energy metal, cobalt is underperforming all other commodities

Research

12 FEB 2019
Lithium, cobalt prices set to fall further: WoodMac

Lithium, cobalt prices set to fall further: WoodMac

Additional 110,000t of LCE and 36,000t of cobalt forecast for 2019

Research

29 JAN 2019
Australian Vanadium targets growing energy-storage and steel markets
Australian Vanadium targets growing energy-storage and steel markets
Australian Vanadium targets growing energy-storage and steel markets

Australian Vanadium targets growing energy-storage

Emerging vanadium player ready to join the energy space race

Greenland shines brightly in the rare earth spotlight
Greenland shines brightly in the rare earth spotlight
Greenland shines brightly in the rare earth spotlight

Greenland shines brightly in the rare earth

Confluence of events timely for uniquely-placed project

SPONSORED

greenland minerals