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Miners' luck beats analytical skill

Miners' luck beats analytical skill

Battery bonanza may come by chance rather than good management

From the Capital

22 AUGUST 2019
The cobalt blues

The cobalt blues

The fuss over the battery metal has subsided and it is boring business as usual

View from the West End

14 AUGUST 2019
Global EV sales surge

Global EV sales surge

Rho Motion flags battery supply chain as the biggest risk to large-scale EV adoption

Energy Minerals News

12 AUGUST 2019
Potential panic buying in nickel market

Potential panic buying in nickel market

Second stream of demand is likely force end users to compete for dwindling stocks

Miner's right

05 AUGUST 2019
Power-mix change key to faster EV adoption, says WoodMac

Power-mix change key to faster EV adoption, says WoodMac

EVs are up to 67% less emissions intensive than ICE cars, but power sector transformation needed

Energy Minerals News

25 JUNE 2019
The lithium speed bump

The lithium speed bump

Demand for EVs has failed to live up to expectations

Miner's right

24 JUNE 2019
Analyst says EV sales growth disappoints

Analyst says EV sales growth disappoints

Total battery capacity deployed soars, says Adamas Intelligence

Energy Minerals News

21 JUNE 2019
"[Tesla] might get into the mining business"

"[Tesla] might get into the mining business"

CEO Elon Musk on battery needs

Energy Minerals News

13 JUNE 2019
EV revolution challenge for Big Two

EV revolution challenge for Big Two

Barry FitzGerald wonders if iron ore will be the most attractive sector in 10-20 years

Research

12 JUNE 2019
Nickel sulphate demand to exceed 900,000t by 2029

Nickel sulphate demand to exceed 900,000t by 2029

Chinese incentives and regulations steering towards nickel-bearing NCM and NCA cathodes

Research

07 JUNE 2019
SQM flags 17% lithium demand growth this year

SQM flags 17% lithium demand growth this year

New supplies coming on stream to erode the price another 20% by the second half of 2019

BHP sees stronger long-term EV prospects

BHP sees stronger long-term EV prospects

Company says the space is crowded with forecasters

Research

21 MAY 2019