120 year chart shows copper price supercycle only starting

First, in real terms the copper price is nowhere near a record high. And the 2000s China-induced supercycle wasn’t the first to originate in Asia either.

Frik Els | June 2, 2021 | 12:45 pm

Cobalt, nickel price: Rapid LFP uptake dents EV bull case

Global per-vehicle use of nickel and cobalt has fallen by a fifth over the past year – in China, it’s down by more than 40%.

Frik Els | May 28, 2021 | 11:22 am

EV Metal Index jumps 85% in a month despite nickel, cobalt price drop

MINING.COM’s tracker of the value of battery metals in newly sold electric cars sets new monthly record despite retreat in nickel, cobalt prices and declining per vehicle usage.

Frik Els | May 18, 2021 | 1:44 pm

New bull chart for $30,000 copper price: porphyries nearly mined out

Porphyries produce 80% of all copper but “the industry's ability to increase its reserve base by lowering cut-off grades is nearing an end” says new study.

Frik Els | May 14, 2021 | 12:05 pm

Mining stocks outpace tech gains but valuation gap remains Escondida-size

Despite hot metals markets the revenge of the miners, as Robert Friedland would have it, is still a dish best served cold.

Frik Els | May 13, 2021 | 11:55 am

As China row deepens, 1 million tonnes of Australian copper concentrate needs new buyers

Australian copper concentrate exports to China have been at zero since November amid record prices and historically low refining charges.

Frik Els | May 6, 2021 | 5:00 pm

Two charts show why investors are right to love mining streaming companies

New study says streaming and royalty deal flow will grow significantly over the next decade, move beyond gold and silver and expand outside the Americas.

Frik Els | April 30, 2021 | 10:26 am

Copper price flies high, but further out forecasts are grim

Out of a panel of over two dozens banks, brokers and economists, Goldman Sachs alone sees gains from current levels.

Frik Els | April 27, 2021 | 3:46 pm

Goldman doubles down: Record-high copper price within a year

"Nearly $16 trillion would have to go into green-focused infrastructure to achieve decarbonisation targets, compared to $10 trillion in China during last supercycle.”

Frik Els | April 13, 2021 | 2:16 pm

Stars are aligning for uranium price rally

Two new reports argue for a leap in uranium prices as China commits to 46% increase in nuclear capacity, Europe designates it "green" and inventory is hoovered up.

Frik Els | March 31, 2021 | 4:44 pm

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