February 18, 2022

Lithium prices rise on tight supply, strong China demand

Chinese market participants were surprised that prices continued to rise rapidly after the recent Lunar New Year holidays.

February 18, 2022

China to boost commodity price supervision in push for industrial growth

China's state planner will take steps to stabilise the commodity market and hasten construction of new infrastructure, it said on Friday.

February 18, 2022

Global EV sales jumped in 2021, as did deployment of high nickel battery chemistries

Adamas Intelligence reports that 54% of battery capacity deployed onto roads globally in new plug-in electric vehicles was powered by high nickel cathode chemistries.

February 17, 2022

China’s renewables boom year poses major challenges to western markets

Balancing reliance on China’s technology providers with local interests is now a key political as well as environmental challenge, says Wood Mackenzie.

February 17, 2022

BHP’s iron ore profits show why Beijing wants to talk the price down

If an average price of $130 a tonne is assumed for the first half of 2022, it implies that BHP is making $50 a tonne more than what Beijing might…

February 16, 2022

China scientists discover huge lithium deposit in Everest region

The hard-rock resource has the potential to host the third-biggest mine of its kind in China, according to ScienceNet.cn.

February 15, 2022

Chart: Bulk commodities most affected by Russia-Ukraine conflict

Woodmac flags growing commodity supply chain inefficiencies as Russia-Ukraine geopolitical tensions simmer.

February 15, 2022

Iron ore price plummets 9% as China warns traders to avoid fake pricing

Several iron ore companies were reportedly called to a meeting with the economy’s top planning body in Beijing.

February 15, 2022

Coal is still raising trillions of dollars despite green shift

Commercial banks have channeled more than $1.5 trillion across the coal supply chain since the start of 2019.

February 15, 2022

Lithium supply crunch Part II – this time it’s for real

Scarcity of what is a critical input for EV batteries could potentially act as a powerful brake on e-mobility, writes Andy Home.