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New Chinese EV subsidies could hit small lithium miners

New Chinese EV subsidies could hit small lithium miners

China plays with its battery rules, and small lithium miners could have problems

Research

07 NOV 2018
Indonesian nickel-cobalt mines to have big impact

Indonesian nickel-cobalt mines to have big impact

Q&A: Benchmark's Simon Moores says upcoming Ni-Co projects in Indonesia could stop supply fears

Fitch flags manganese, iron as surprise li-ion battery winners

Fitch flags manganese, iron as surprise li-ion battery winners

Nickel wins most while aluminium, phosphate trail basket of energy metals

Boron behind Global Geoscience's low-cost lithium pitch

Boron behind Global Geoscience's low-cost lithium pitch

Global Geoscience not alone in being caught in the downdraft for lithium stocks

Research

24 OCT 2018
Mahenge the Cinderella of the graphite space?
Mahenge the Cinderella of the graphite space?
Mahenge the Cinderella of the graphite space?

Mahenge the Cinderella of the graphite space?

John de Vries believes Mahenge has what it takes to stand out in the value delivery stakes

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Pilbara seizes its chance, value uplift to come

Pilbara seizes its chance, value uplift to come

Tracking Pilbara Minerals' transformation from penny dreadful to major lithium player

Research

19 OCT 2018
NMC chemistries to dominate battery market

NMC chemistries to dominate battery market

Cathode chemistries to set metal demand trends

Research

18 OCT 2018
Syrah has sights on glory days

Syrah has sights on glory days

It's been an inglorious start for Syrah as the new disruptor in graphite, writes Barry Fitz

Research

12 OCT 2018
Lithium's major challenge still finance

Lithium's major challenge still finance

Pricing consensus gulf made more obvious as carbonate price stays low

Research

20 SEP 2018
Stonewall builds rapid path to production
Stonewall builds rapid path to production
Stonewall builds rapid path to production

Stonewall builds rapid path to production

Fresh perspective points to near-term, openpit mine in South Africa

Sky is the limit for BSK at Amarillo Grande
Sky is the limit for BSK at Amarillo Grande
Sky is the limit for BSK at Amarillo Grande

Sky is the limit for BSK at Amarillo Grande

Blue Sky bullish on strong uranium-vanadium fundamentals

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Uranium quietly gains momentum

Uranium quietly gains momentum

Is yellowcake price finally making a move?

Research

14 SEP 2018
Separating battery metals market hype from reality

Separating battery metals market hype from reality

Powerful market forces reshaping the supply-demand landscape for 'precious' metals

Research

21 AUG 2018
The cobalt race is on

The cobalt race is on

A scramble for available metal post-2020 has started

Research

16 AUG 2018
Has US lost the rare earths plot?

Has US lost the rare earths plot?

China in the driver's seat in this trade arm wrestle

Research

20 JUL 2018
Sunrise cost dawns on market

Sunrise cost dawns on market

Barry FitzGerald looks at the market reaction to Clean TeQ's Sunrise DFS

Research

29 JUN 2018
Graphite users join rush for supply

Graphite users join rush for supply

Benchmark's Andy Leyland on the Metals Aus/Weihai Nanhai Carbon deal

Leader Interviews

25 JUN 2018
Why cobalt prices are down

Why cobalt prices are down

Cobalt metal prices fell 1.4% in May but chemical prices fell 9.8% as bearish sentiment hit in China

Research

08 JUN 2018
Commodity price optimism and the curious case of uranium

Commodity price optimism and the curious case of uranium

Plain reasons for uranium's low stocks don't always surface in market commentary

Research

05 JUN 2018
Mahenge the Cinderella of the graphite space?
Mahenge the Cinderella of the graphite space?
Mahenge the Cinderella of the graphite space?

Mahenge the Cinderella of the graphite space?

John de Vries believes Mahenge has what it takes to stand out in the value delivery stakes

SPONSORED

black rock mining

Stonewall builds rapid path to production
Stonewall builds rapid path to production
Stonewall builds rapid path to production

Stonewall builds rapid path to production

Fresh perspective points to near-term, openpit mine in South Africa

Sky is the limit for BSK at Amarillo Grande
Sky is the limit for BSK at Amarillo Grande
Sky is the limit for BSK at Amarillo Grande

Sky is the limit for BSK at Amarillo Grande

Blue Sky bullish on strong uranium-vanadium fundamentals

SPONSORED

blue sky uranium