Codelco’s tough copper supply task
The world’s no.1 copper producer will need to execute $35 billion in structural investments until 2030 just to keep output flat.
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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%.
Lithium outlook ‘bright as ever’ – report
The ten-year outlook will see lithium’s supply and demand fundamentals evolve rapidly.
Strike at BHP’s Chile copper mine continues, union opposes substitute workers
The union's secretary said that members would continue to hold demonstrations in Santiago.
Lithium Americas, Ganfeng planning Stage 2 expansion at Caucharí-Olaroz
“Caucharí-Olaroz is on track to become the largest new lithium brine operation in over 20 years,” Lithium Americas chairman says.
Gold price: 45% chance for a record by December – report
Incrementum AG sees a 45% probability of the gold price hitting a new all-time high at $2,100 or higher as early as December 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.
Rio Tinto, Comptech produce aluminum alloys for EVs, 5G antennas
Rio Tinto designed the alloys for the semi-solid rheocasting process offered by Comptech.
World’s third-largest pension fund to limit coal-linked investing
South Korea's state pension fund will limit investing in industries related to coal mining and coal-fired power.