GRAPHITE

U.S. Rare Earth Minerals calling supply deal with Tesla Motors a ‘bluff’

Cecilia Jamasmie | August 31, 2015
U.S. Rare Earth Minerals calling supply deal with Tesla Motors a ‘bluff’

The firm noted it is not currently engaged in the specific mining and sale of lithium and that has "no agreements of any kind" with Tesla Motors.

Visual Capitalist

INFOGRAPHIC – On the precipice: Will global markets follow commodities off the cliff?

Visual Capitalist | August 21, 2015
INFOGRAPHIC - On the precipice - graph

Today may be the end of this trend of divergence. US equities are at a precipice: fueled by low rates and quantitative easing for years, they have finally started to tumble from record highs.

Heap Leach: Mining's breakthrough technology

Vladimir Basov | August 20, 2015
im-mining-heap-leach-pads-namibia

New techniques for tailings treatment and sulfide ore recovery will see low-cost environmentally friendly heap leaching take another giant leap forward.

China's surprise currency move is more bad news for Canadian commodities

Business in Vancouver | August 11, 2015
Canadian miners performance down 15% in Q3 on falling metal prices

Stock markets in Canada and the United States fell sharply on the news that China had allowed the yuan to drop 2%.

Thinking outside the commodity box: Benchmark's investment primer for lithium, cobalt and graphite

The Gold Report | August 11, 2015
lithium_one_sal_de_vida_brine_pit

Simon Moores, managing director of London-based Benchmark Mineral Intelligence, and the firm's analyst, Andrew Miller, provide insight into minerals that they say need to shed their labels as traditional commodities and embrace their future as niche, raw-material solutions for a growing list of technology manufacturers.

CRA targeting mining-sector tax havens

Business in Vancouver | August 5, 2015
Vale to pay Brazil $674 million in mining taxes

It’s an issue that the Canadians for Tax Fairness and the Liberal Party of Canada appear to be hoping to make a federal election issue.

Battery grade graphite set for record year

electric-cars-to-boost-rare-earths-sector

China’s output of spherical graphite has continued to go from strength to strength in Q2 2015 on the back of strong lithium ion battery demand from Asia.

Paul Renken's gold, graphite and REE names poised for gains

The Gold Report | June 23, 2015

In this interview with The Gold Report, Renken suggests some of his favorite graphite and rare earth names, as well as a handful of gold equity picks.

Visual Capitalist

INFOGRAPHIC: Every Chinese overseas investment over $100m visualized

Visual Capitalist | June 17, 2015
China's stake in rare earths market shrinking

Showing over 1,250 attempted transactions, this list includes both successful and failed attempts in order to visualize the ebb and flow of Chinese investments up until mid-2014.

Europe closes in on conflict minerals

DRC copper uncertainty

An annual list that reveals the names of mineral smelters that do not use raw materials linked with criminal gangs is at the heart of Europe’s push to clean up the world’s mining industry.

Three Australian miners Richard Karn believes are positioned for success

The Gold Report | June 1, 2015
shutterstock_Australia333

When institutional capital eventually comes back to the sector, money will flow first to companies in or nearing production now.

GrafTech takeover zeros in on new energy & defence

graphite-demand-down

An affiliate of Brookfield Asset Management Inc has launched a takeover bid for GrafTech International Ltd, one of the world’s leading producers of steel electrodes and value-added graphite products.

China delays flake graphite restarts

Much of China’s flake graphite production remains offline following a prolonged suspension of operations in many areas due to severe winter conditions.

Satellite images show Tesla's Gigafactory ambitions

Satellite images show Tesla's Gigafactory ambitions

Tesla will need to purchase at least 7,000 tonnes of spherical graphite, 5,000 tonnes of lithium hydroxide, and 1,500 tonnes of cobalt in 2015 ready to begin production by January 2016.

New battery charges a cellphone in one minute

Frik Els | April 7, 2015
New battery charges cellphone in a minute

Stanford discovery of an ultrafast, flexible, rechargeable aluminium-graphite ion battery could open up major new demand for graphite, bauxite miners.

Where will the graphite, lithium and cobalt for the battery revolution come from?: Simon Moores

The Mining Report | March 24, 2015

Following the lead of Tesla Motors, LG Chem, Foxconn and others are racing to build megafactories to build batteries for electric cars.

How to position your portfolio for the coming gold upturn: Alphatox's Etienne Moshevich

The Gold Report | March 5, 2015
Gold globe mining

In this interview with The Gold Report, Moshevich discusses 11 gold, manganese and graphite companies with management teams that have the skills to ride the wave to create shareholder value.

Gareth Hatch: New REE export rules inside China level the international playing field

The Mining Report | March 4, 2015
China's stake in rare earths market shrinking

The era of rare earth elements export quotas and tariffs in China will soon be over and that could ultimately mean a new era of higher prices for REEs inside China, says Gareth Hatch, founding principal of Technology Metals Research and president of Innovation Metals Corp.

Apple puts batteries at the centre of its EV masterplan

Benchmark Mineral Intelligence | February 25, 2015
Colleen - electric car, charging, lithium - 333

Law suit exposes Apple's electric vehicle ambitions; Supply chain excellence key to company cutting battery costs and increasing volume for secret EV plan, Project Titan

Lithium, cobalt, graphite tipping point expected in two years: Simon Moores

Michael Allan McCrae | February 3, 2015
simon moores lithium colbalt graphite benchmark battery demand

Much bigger batteries will be needed.

Hydrogen fuel cell vehicles are 'extremely silly' says Elon Musk

Michael Allan McCrae | February 2, 2015
Elon Musk on why Hydrogen fuel cell is dumb

Casting shade.

Chris Berry identifies commodity companies with the disruptive advantage

The Mining Report | December 30, 2014
mt polley expert panel review

Game-changing disruptive technologies or sustainable end-user agreements are what companies need to succeed and he shares some likely names in the cobalt, lithium, nickel, graphite—even uranium—spaces in this interview with The Mining Report.

Aussie toe cutters girding companies for the long haul

The Gold Report | December 30, 2014

In Australia, when companies want to cut costs, they hire what are known as "toe cutters." These managers root out inefficiency and drive profitability.

Best of the best: The most popular thoughts from 2014

The Gold Report | December 26, 2014
Gold Mine workers

Some of the most popular experts featured during the year and some thoughts you might want to consider as you prepare for 2015.

Simon Moores - Benchmark Mineral Intelligence

Has China reached peak graphite?

China isn't slowing down, it's buying up

New data from Benchmark Mineral Intelligence shows China’s share of global natural graphite output in 2014 falls to mid-1990 levels.

Credit Suisse analyst Michael Slifirski: new non-Chinese graphite and vanadium supply could create new demand

The Mining Report | November 18, 2014
Graphite

More may really be better for end users and mining companies when it comes to graphite.

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