GRAPH: Nickel, graphite make up half Tesla’s battery emissions
Nickel’s contribution is greater than cathode and cell assembly combined, says Tesla’s new ESG report, but cobalt’s impact is minimal.
Frik Els , Editor
Frik has 20 years’ experience as a business journalist across a range of industries including automotive, technology and entertainment markets. Frik has an entry in Global Mining Observer’s Who’s Who of Mining 2018, and contributions to publications and conferences including Business Insider, Investing.com, Mines & Money London and New York, Vancouver Resources Investment, Progressive Mine Forum in Toronto and Canadian Mining Symposium in London, UK. He’s been interviewed on CBC Radio and Korea State TV and quoted in the Financial Post.
Posts by Frik Els:
Copper mining, like politics, is now the art of the possible
Half the projects needed to plug copper’s 6 million tonne long term supply gap will have to come from uncommitted, speculative greenfield projects – and history suggests few ever become mines.
New tech will free cheaper, cleaner lithium supply – report
Elon Musk warns investors about lithium supply, but a new McKinsey report says geothermal, oilfield brines and new extraction technology can meet seven-fold demand growth.
Lithium prices pause in April, but not a sign of “wider market correction”
Lithium prices took a breather during the first half of April as lockdowns in China make trading difficult, but the lull is unlikely to last, says Benchmark Mineral Intelligence.
Top 50 mining companies power through covid adding $1 trillion in value
Buoyant lithium, copper and gold prices lift value of top 50 mining stocks $1 trillion above covid lows – Russian miners prove resilient.
Goldman sees new all-time high for copper price by mid-year
Report out on Thursday says the copper market is “sleepwalking towards a stockout,” ups already bullish price targets and doubles deficit projections.
220-year chart shows “no evidence” green energy transition is underway
It took 70 years for oil and gas to take 50% of the global primary energy market from coal. Today renewables can't even match incremental growth in demand.
Carmakers will “need to become miners” – Benchmark
Even if every lithium, cobalt, nickel and graphite green and brownfield project in the pipeline comes on stream “there will not be enough” raw material going into 2030.
5 CHARTS: Mining supercycle – how soon is now?
Pent-up demand, supply shocks, low stocks pushed aluminum, copper and coal prices to all-time highs, but new report suggests supercycle talk is premature.
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Copper stocks are building again, weighing on prices
Copper prices dropped to 8-month lows this week and a new report says headwinds for the bellwether will only get stronger over the rest of the year.