Failure to invest could jeopardise role of certain metals as companies innovate around them.
Fall in supply to support prices in the short term.
Post pandemic rally will wear off in 2021, says Edinburgh-headquarterd consultancy
LFP battery chemistry to overtake NMC in the energy storage sector, says WoodMac.
WoodMac less bullish on capacity build out than Benchmark Mineral Intelligence
'Clean' nickel at a premium as EVs set to drive up demand
US$37 billion figure based on capital intensity of US$4,610/oz per year Au.
Lead ban would be counter-productive, says energy and research consultancy.
Current recovery in financial markets masks underlying macro turmoil.
China's exports, which accounted for 17% of GDP in 2019, are being hit hard
Steel production and iron ore demand to fall by 19% and 16% year on year in June quarter.
Copper faces tough months of low pricing: will producers respond with tactical cuts?