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FS bodes well for Sonora lithium development

FS bodes well for Sonora lithium development

Lithium clay deposit heading for next stage amid rising EV demand

Feasibility

13 DEC 2017
Sula turns to cobalt

Sula turns to cobalt

Explorer to change name to African Battery Metals

M&A

12 DEC 2017
Cobalt 27 strikes while the market is hot

Cobalt 27 strikes while the market is hot

Cobalt investment vehicle goes to market to fund further physical purchase

Capital markets

08 DEC 2017
France flags plans to reduce nuclear energy

France flags plans to reduce nuclear energy

Topsy turvy week for uranium sector

Research

06 DEC 2017
Kazatomprom cuts uranium output

Kazatomprom cuts uranium output

Cuts to defer 24.2 million pounds over three years

Research

04 DEC 2017
Cobalt price could double by 2020

Cobalt price could double by 2020

In any scenario, price rises are likely due to unique supply side

Research

04 DEC 2017
McKinsey backs nickel price split

McKinsey backs nickel price split

Class-1 price rises will eventually kill class-2 demand if nothing changes

Base metals

01 DEC 2017
Bernstein looks out for 'fair' lithium price

Bernstein looks out for 'fair' lithium price

Investment bank thinks sky-high IRRs cannot last in lithium game

Research

30 NOV 2017
Big changes coming to cobalt rankings

Big changes coming to cobalt rankings

The world's top cobalt producer spot will be taken by a newer Glencore majority-owned asset

Research

27 NOV 2017
Rio's mooted SQM acquisition makes sense

Rio's mooted SQM acquisition makes sense

There is more to this than access to the SQM data room

M&A

23 NOV 2017
London battery plays charging up

London battery plays charging up

UK investors get to sample the exotic side of the battery minerals exploration game

Research

21 NOV 2017
Cobalt supply plus single-country risk to grow: S&P

Cobalt supply plus single-country risk to grow: S&P

Report says supply chain risk to cobalt could be the highest for any LME-traded commodity

Research

21 NOV 2017
Tesla truck ups the metal ante

Tesla truck ups the metal ante

Tesla announces new vehicles that if produced will drive up nickel, cobalt and lithium demand

Research

17 NOV 2017
Bernstein hopes Rio just wants SQM data

Bernstein hopes Rio just wants SQM data

Rio Tinto reportedly wants to buy the 32% of SQM up for grabs

Research

16 NOV 2017
Nickel price gets ahead of itself

Nickel price gets ahead of itself

EV demand still some way off, China conference hears

Base metals

15 NOV 2017
EV makers need ethical cobalt focus

EV makers need ethical cobalt focus

Amnesty says carmakers need to do more to keep child labour out of supply chains

Research

15 NOV 2017