August 20, 2018

China’s Tianqi Lithium seeks up to $1 billion in Hong Kong listing

The final deal size could be smaller than $1 billion due to a steep drop in lithium carbonate prices.

August 20, 2018

Titanium miner Kenmare’s H1 profit surges on stronger Chinese demand

Kenmare Resources' pretax profit for the first half of the year tripled as it shipped more finished products to China and other Asian markets.

August 19, 2018

Hedge funds turned record short on metals just before the rout

As U.S.-China trade tensions escalated mid-June, fast-money traders flipped to a short position in metals overall.

August 19, 2018

Chinese cobalt sulfate prices continue to slide but at slower pace

Chinese cobalt sulfate prices continued to edge lower although the pace of decline has slowed as spot prices have fallen to below production costs.

August 17, 2018

China’s CATL to start producing next-gen low-cobalt batteries in 2019 — source

China's largest lithium battery maker will produce nickel-rich batteries, which are cheaper to make and have longer life-spans than cobalt-based ones.

August 14, 2018

Saudi Arabia and Iran reignite the oil price war

The rivalry between Saudi Arabia and Iran is becoming increasingly evident in the oil pricing policies of the two large Middle Eastern producers.

August 14, 2018

Copper price falls as China investment grows at slowest pace on record

Called off strike at world's largest copper mine adds to pressure on copper price now down nearly 20% in little over two months.

August 14, 2018

China’s Ganfeng grabs SQM’s stake in Argentinean lithium project

The $87.5-million deal is the latest Chinese acquisition of a lithium project in South America, following Tianqi Lithium’s decision to buy 24% of SQM for $4.1 billion, which has not…

August 13, 2018

China may end up inadvertent winner from Trump’s aluminium tariffs: Russell

It's probably not what U.S. President Donald Trump had in mind when imposing tariffs on aluminium imports, but it looks likely that some of the big winners from the 10%…

August 13, 2018

Soviet collapse echoes in China’s Belt and Road

Like the Soviet Union in the 1970s, China is coming to the end of a long labor-force boom and hoping that an orgy of investment will keep the old magic…