December 30, 2024

Top five contrarian commodity scenarios for 2025

The upcoming year has the potential to be one of the most volatile in recent memory, particularly in commodities, writes Clyde Russell.

December 29, 2024

Supply-demand imbalance looms for critical battery raw materials by 2030: McKinsey

By 2030, McKinsey estimates that worldwide demand for passenger cars in the BEV segment will grow sixfold from 2021 through 2030.

December 27, 2024

JV Video: Renforth Resources plans to fund nickel exploration with gold asset

Renforth is updating the resource with 28,000 metres of new drilling.

December 27, 2024

Eramet produces first lithium from Centenario plant in Argentina

Eramet becomes the first European company to produce lithium carbonate at an industrial scale.

December 26, 2024

CHARTS: EV battery metals bill sets new low as lithium, nickel, cobalt price slump continues

The raw materials bill for the average EV is now down to $510 compared to a peak of more than $1,900 at the beginning of last year. 

December 26, 2024

Ganfeng begins production at Goulamina lithium mine in Mali

The project is one of the largest lithium mines in Africa.

December 26, 2024

CATL to seek Hong Kong listing

CATL's board has approved the plan, but the proposal is pending approval from regulators, including the China Securities Regulatory Commission.

December 26, 2024

Lithium market could see modest recovery in 2025

Global lithium demand to increase 26% to 1.46m tonnes in 2025, outpacing supply growth.

December 26, 2024

Trade spats to curb industrial metals demand: BMO

BMO Capital Markets has lowered its demand estimates for next year on the anticipation that higher tariffs and multilateral trade friction could tamp down industrial output.

December 24, 2024

CHARTS: The coming critical minerals trade war is BRICS short of a load

"While a large number of countries around the world continue to talk about securing raw material supply, China is actually doing something about it."