Add another 1m tonnes to annual copper demand from EVs

2021 saw a surge in new electrodeposited copper foil manufacturing capacity – just one use leading to a 5-fold increase in copper demand from EVs over the next decade.

Frik Els | January 27, 2022 | 3:09 pm

CHARTS: Tesla v Volkswagen v BYD – battery power, lithium, nickel, cobalt use

Most ambitious European automaker and Warren Buffet-backed Chinese EV and battery manufacturer unlapped themselves in 2021, at best.

Frik Els | January 25, 2022 | 10:14 am

RANKED: Top 20 EVs of 2021 – costs jump as lithium, cobalt, nickel prices surge

Ranking of world’s 20 best selling electric cars and their battery metals show automakers grappling with soaring raw material prices.

Frik Els | January 13, 2022 | 4:47 pm

Five charts ask if mining is in a supercycle, one screams no

The green energy transition necessitate massive new investments in mining, but how does today’s boom stack up to the aughts?

Frik Els | December 9, 2021 | 1:19 pm

CHART: Dwindling copper, zinc, nickel stocks could shield prices from omicron impact

Copper, nickel and zinc prices could be saved from worst effects of any new virus-related restrictions as historically low global stockpiles intensify fears of supply disruption.

Frik Els | November 29, 2021 | 1:17 pm

CHARTS: Mining’s fattest margins

New report expects gold mining companies to enjoy their best margins in history next year, while copper miners should enjoy another year of 100% gaps.

Frik Els | November 22, 2021 | 4:46 pm

This chart shows copper price could dive 28% going into 2022

New report argues rising mine supply, steep fall in demand from China’s property sector and shifting global consumption patterns away from goods to services will send copper prices skidding.

Frik Els | November 15, 2021 | 10:01 pm

CHART: Lagging nickel price defies aenemic supply pipeline

Nickel is the worst performing base metal in 2021, but the metal’s project pipeline covers less than 10% of requirements through 2030, says new report.

Frik Els | November 9, 2021 | 1:00 pm

UN at COP26: “Enough of mining…we are digging our own graves”

It did not take long for COP26 to turn into a farce with UN Secretary General António Guterres pleading with the gathered highnesses and excellencies to declare enough is enough.

Frik Els | November 2, 2021 | 11:58 am

Inexorable decline of EV battery prices coming to an end – report

EV battery costs were approaching parity with gas-powered cars, but Benchmark believes decline may be at an end as lithium prices surge 313% in a year and cobalt, nickel prices jump.

Frik Els | October 29, 2021 | 9:55 am

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