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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
Rhyolite Ridge PFS beats expectations
Rhyolite Ridge PFS beats expectations
Rhyolite Ridge PFS beats expectations

Rhyolite Ridge PFS beats expectations

Industry-low operating costs ensure durable economics for US lithium-boron development

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ioneer

BHP's uranium sleeper stirs

BHP's uranium sleeper stirs

A 'nice little earner' for BHP in the near future?

Research

16 NOV 2018
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

Element 25 targeting clean entry into high-growth market
Element 25 targeting clean entry into high-growth market
Element 25 targeting clean entry into high-growth market

Element 25 targeting clean entry into high-growth

Junior's work uncovering 'hidden' value in the world's fourth largest metal commodity segment

SPONSORED

element 25

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

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
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
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
Rhyolite Ridge PFS beats expectations
Rhyolite Ridge PFS beats expectations
Rhyolite Ridge PFS beats expectations

Rhyolite Ridge PFS beats expectations

Industry-low operating costs ensure durable economics for US lithium-boron development

SPONSORED

ioneer

Element 25 targeting clean entry into high-growth market
Element 25 targeting clean entry into high-growth market
Element 25 targeting clean entry into high-growth market

Element 25 targeting clean entry into high-growth

Junior's work uncovering 'hidden' value in the world's fourth largest metal commodity segment

SPONSORED

element 25

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