EV automakers outside of China slow to catch on, but that might change soon
Elon Musk points to plans for new gigafactory in Germany
Placement and offtake being finalised for giant Manono development
Critical minerals on US agenda but explorers still need finance
OEMs must adapt their technology to avoid a shortage of magnetic materials as early as 2025.
A change of power in Argentina will not brake mining investment
Panellists at LME week said the EV revolution was not being over-hyped despite weak sales.
Supply chain constraints push battery-making capacity buildouts into the future
The threat of a global recession has been overstated, LME delegates heard on Monday.
ESG requirements mean established hubs will find it difficult to compete
BMO on the dichotomy in Chinese supply
Increased macroeconomic tension builds strong headwind for domestic US thermal coal output