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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
Why miners should look at 'next-generation' power storage

Why miners should look at 'next-generation' power storage

Lithium-ion batteries are the 'now', but what's coming next?

Investment

23 JAN 2019
Americas mining recovery to remain on track

Americas mining recovery to remain on track

Fitch forecasts modest medium-term growth, with Latin America leading the way

Politics

17 JAN 2019
Vanadium still dominated by steel

Vanadium still dominated by steel

Last year's massive price increase shows steel still runs the vanadium show despite battery demand

Oil majors coming to energy metals

Oil majors coming to energy metals

Benchmark analyst says multi-nationals looking at long-term energy trends still keen on battery tech

Leader Interviews

08 JAN 2019
China questions hang over metals in 2019

China questions hang over metals in 2019

BMO's Colin Hamilton looks at the metals markets' biggest questions for the year

Research

04 JAN 2019
Battery makers now able to "innovate more freely"

Battery makers now able to "innovate more freely"

China has relaxed energy density rules, BMO says

Research

20 DEC 2018
An order of magnet-tude

An order of magnet-tude

Rare earths story has EV hook but still struggling

Capital markets

12 DEC 2018
Lithium has further to fall: Bernstein

Lithium has further to fall: Bernstein

Bernstein analyst puts sub-US$10,000/t long-term price on lithium, which has had a tough 2018

Research

10 DEC 2018
Moody's forecasts Li price weakness in boom time

Moody's forecasts Li price weakness in boom time

Heavy concentration of new mine and conversion start-ups set to boost supply over 2020-22

Research

30 NOV 2018
Manufacturing key to unlocking REE potential

Manufacturing key to unlocking REE potential

Continent leads way in processing innovation - Adamas Intelligence

Bulks

29 NOV 2018
Bank sees start of 25-year nickel bull cycle

Bank sees start of 25-year nickel bull cycle

History set to repeat itself, says investment bank

Base metals

22 NOV 2018