Long-term lithium bulls absent sale process so far
Industry and environmentalist white papers consider opposing views on green metal production
Mineral demand expected to surge, but production must decarbonise
Gerard Reid predicts a strong rebound for EVs once the dust settles
If you have to be in the mining game, Australia is the place you would want to be, says Barry Fitz
The return to form of LFP batteries reminds investors the EV story remains a work in progress
Canadian boutique advisory firm says diesel cars yesterday's news
A critical shortage of nickel for batteries could cripple the EV revolution.
Macquarie's Jim Lennon says the future for nickel is bright if producers can handle a demand boom
Rio's intermittent messaging around lithium has become increasingly confused
Turning nickel into EV batteries is clearly animating markets - but the road ahead may be bumpy.
Gold and nickel look set to be winners, while coal, iron ore and zinc may struggle, the bank said.
Withering metal, and producers, now thriving
Second stream of demand is likely force end users to compete for dwindling stocks
No boom, no bust - juniors just looking for the right equilibrium
Mining major shows it can make mistakes