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Blue sky missing from Tianqi sale picture

Blue sky missing from Tianqi sale picture

Long-term lithium bulls absent sale process so far

Research

25 MAY 2020
Seafloor mining opponents square off

Seafloor mining opponents square off

Industry and environmentalist white papers consider opposing views on green metal production

Feasibility

20 MAY 2020
Clean energy revolution a boon for miners

Clean energy revolution a boon for miners

Mineral demand expected to surge, but production must decarbonise

Base metals

12 MAY 2020
EVs to blossom in post-COVID landscape: Gerard Reid

EVs to blossom in post-COVID landscape: Gerard Reid

Gerard Reid predicts a strong rebound for EVs once the dust settles

Research

07 MAY 2020
Blessed are the (Australian) miners

Blessed are the (Australian) miners

If you have to be in the mining game, Australia is the place you would want to be, says Barry Fitz

Bulks

27 MAR 2020
The changing fortunes of battery metal producers

The changing fortunes of battery metal producers

The return to form of LFP batteries reminds investors the EV story remains a work in progress

Miner's right

23 FEB 2020
Back to the future: EVs not going away

Back to the future: EVs not going away

Canadian boutique advisory firm says diesel cars yesterday's news

Research

20 DEC 2019
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