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

Tesla’s not working on that $25,000 car – here’s why

R.I.P. Model 2.

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.