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
Plans to mine, refine and produce lithium batteries in Europe may struggle to get off the ground
Demand for EVs has failed to live up to expectations
Barry FitzGerald wonders if iron ore will be the most attractive sector in 10-20 years
Roskill looks at China's ongoing dominance and the impact of pollution concerns
Chinese incentives and regulations steering towards nickel-bearing NCM and NCA cathodes
Lithium is being squeezed as rising costs meet falling prices
Lynas isn't the only company seeing increased interest