February 3, 2022 China’s metals imports boomed in 2021, so did its exports Such divergence is highly unusual but reflects the equally unusual combination of pandemic recovery and supply-side constraints, writes Andy Home.
February 3, 2022 Explainer: Costs of nickel and cobalt used in electric vehicle batteries Rising sales and a scramble along the supply chain to secure materials have propelled prices of battery ingredients.
February 2, 2022 Mercedes-Benz CEO says raw material scarcity could delay e-mobility Carmakers are working to secure supplies of materials from lithium, nickel and manganese for batteries to magnesium for car components as they race to ramp up electric vehicle production.
February 2, 2022 World’s first physically-backed EV metals ETC launched The Global Palladium Fund announced the launching of its own physical EV metals exchange-traded commodities with $10 million of seed capital.
February 1, 2022 The squeeze in the nickel market is getting worse While the squeeze last month was focused on near-dated contracts, in recent days it has spread through the curve.
February 1, 2022 Analysts expect scorching base metals rally to cool Market balances are expected to shift from supply deficit towards surplus in 2023 as production recovers and demand cools, Andy Home says.
January 31, 2022 This chart says industrial metals prices have far to fall Unless there’s been a major decoupling of copper, zinc, nickel, aluminum prices and Chinese manufacturing activity, declines of as much as 40% may be in the offing.
January 28, 2022 BHP shares fall on last day of trading in London The company’s 20-year-old presence in the stock draws to a close, as part of a plan to simplify its corporate structure.
January 27, 2022 Musk’s bets on Tesla: human-like robots and self-driving cars Tesla's most important products in 2022 and next year will not be cars, CEO Elon Musk said on Wednesday.
AI boom set to turbocharge uranium demand in 2026 Investor surveys and asset managers point to AI-driven power demand tightening uranium supply and supporting higher prices into 2026. December 26, 2025 | 03:55 am
