Lithium price: Massive supply response gets underway
SQM, world no 3 lithium miner, plans to nearly quadruple capacity in fewer than three years – to the equivalent of 84% of global output last year.
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:
Report: Mining needs $100–$150 billion to meet EV demand
McKinsey asks if the availability and rising prices of cobalt, lithium, copper and nickel will constrain greater electric vehicle penetration.
Nickel prices expected to settle after Russia sanctions fade
Nickel prices to ease off after reaching a three-year high in April.
It’s not about scoring the big win, it’s about not backing losers
MINING.com discusses the state of private equity investment in mining with Michael Scherb founder of Appian Capital.
Shares of Colorado mining junior rocket on US critical minerals list
Niocorp's $1 billion Nebraska scandium-niobium-titanium project would reduce US dependence on Russia and China for superalloys used in defence industry.
Cobalt price: Congo ebola outbreak compounds acute supply fears
WHO: Risk of international spread of deadly disease from Congo, responsible for 66% of global supply of critical battery raw material, is "very high".
China’s Chilean entry raises doubts about lithium price outlook
SQM shares plunge after Tanqi Lithium acquisition seems to indicate cooling fervour for lithium assets.
Lead price comes roaring back
"Lead from a raw materials side is probably the tightest commodity market out there."
Gold price crashes through $1,300 – worst fall in 17 months
Bullion brought down by US bond yields at seven year high and a bounce back for the dollar.
Chinese scrap ban won’t do much for copper price
Net supply impact for China only around 100kt in 2018 says new report.
Top 50 mining companies power through Iran war – up $250 billion in 2026
The world’s 50 biggest mining stocks shrug off global turmoil, hitting a combined $2.4 trillion value in Q1, but the tide did not lift all boats.