June 2, 2021

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.

June 2, 2021

Tesla eyes over $1 billion worth of Australian critical minerals a year

The electric cars giant already sources three quarters of its lithium feedstock and over a third of its nickel from Australia.

June 1, 2021

Talon drills Ni-Cu outside Tamarack resource

The CGO East area has continuous nickel-copper mineralization over a strike length of more than 500 metres.

June 1, 2021

Global EV battery sales surge as demand for clean cars booms

Sales of EV batteries rose to 65.9 gigawatt-hours in the January-April period, from 26.8 gigawatt-hours a year earlier, SNE Research said Tuesday.

May 31, 2021

Trudeau’s EV ambitions need strategic shift, nickel CEO says

The coronavirus pandemic highlighted the importance of securing supplies on a regional level and further strengthen western countries’ desire to end reliance on China.

May 28, 2021

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%.

May 28, 2021

DRC concentrate export ban may tighten global copper, cobalt supply

While Congo has reinstated an export ban on concentrates, it will allow miners that hold waivers such as Ivanhoe Mines to continue with shipments.

May 27, 2021

DRC bans export of cobalt, copper concentrate – Fastmarkets

The order comes after mega-mine Kamoa Kakula's debut.

May 27, 2021

Visualizing all the metals for renewable tech

The energy transition will be mineral intensive and create massive demand for all the metals in renewable tech.

May 27, 2021

Home: The human bottleneck in critical minerals supply chains

The paradox of the green revolution is that public opinion is firmly in favour of decarbonisation but not the mines and smelters needed to get there.