Lithium stocks rout continues despite fresh hard rock price record
No bottom in sight for lithium stocks even as Pilbara Minerals concentrate auction sets new record price above $7,000 a tonne.
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:
Benchmark: Here’s what Goldman got wrong about lithium prices
Battery supply chain firm Benchmark lays out five reasons why the lithium market is not facing oversupply.
Lithium mining stocks plunge after Goldman sees “sharp correction”
Billions wiped off sector after Goldman says bull market “over for now" but Chinese lithium prices have begun to tick upwards again.
CHART: Big oil, mining on capex strike
Capital expenditure by oil and mining companies is down to a 15-year low despite a 40% rise in global commodity consumption over the same period, according to a new report.
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.
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.
Value of EV battery nickel second highest on record, cobalt at 30-month high
Low LFP-penetration markets, Europe is off to the races in 2025 and US buyers pull forward purchases before subsidies end.
