February 17, 2021 Why Tesla isn’t a “battery company” Even when assigning zero value to automakers’ non-EV business, Tesla’s valuation based solely on battery capacity deployed are multiples of Volkswagen, GM, BYD, Hyundai, Nissan and others.
February 17, 2021 Governments from Mongolia to Mali seek to reopen mining deals Any move to renegotiate agreements will trigger pushback by miners wary of threats to their profit margins, experts said.
February 17, 2021 Nickel was king in EV battery capacity deployment in 2020 Adamas Intelligence says that over 60% of all passenger EV battery capacity deployed globally in 2020 was in the form of high-nickel cells.
February 16, 2021 Challenge to water permit for Minnesota copper-nickel mine dismissed PolyMet's NorthMet project would become Minnesota’s first copper-nickel mine.
February 16, 2021 Glasenberg signs off with Glencore dividend, trading bonanza Firm resumed dividend and flagged possible further payouts on the back of strong commodity prices .
February 14, 2021 Eleven killed in rebel raids on Congo’s second city Lubumbashi is the capital of the mineral-rich province of Haut-Katanga, where Ivanhoe and MMG have concessions.
February 11, 2021 JP Morgan: Commodities have begun new supercycle of “years-long gains” Commodities have seen four supercycles over the past 100 years — with the last one peaking in 2008 after 12 years of expansion.
February 10, 2021 EV metal index beats record by 54% as electric cars reach tipping point MINING.COM EV Metal Index surges to over $500m of lithium, graphite, cobalt and nickel in newly-sold electric cars worldwide in one month as prices continue to climb and deployment smashes…
February 10, 2021 Tesla deployed more EV battery materials than its four closest competitors combined in 2020 Tesla’s large deployment of battery metals is explained by the rolling out of its made-in-China Model 3s.
February 9, 2021 Mick Davis’ battery metals firm Vison Blue raises $60m Vision Blue is investing $29.5 million in Canadian miner NextSource Materials, which is developing a graphite mine in Madagascar.
Korean proxy fight threatens to derail Trump’s big zinc bet The case has the potential to disrupt the administration’s effort to spur domestic production of critical minerals. December 19, 2025 | 12:54 pm