December 30, 2024

Top five contrarian commodity scenarios for 2025

The upcoming year has the potential to be one of the most volatile in recent memory, particularly in commodities, writes Clyde Russell.

December 29, 2024

Supply-demand imbalance looms for critical battery raw materials by 2030: McKinsey

By 2030, McKinsey estimates that worldwide demand for passenger cars in the BEV segment will grow sixfold from 2021 through 2030.

December 26, 2024

CHARTS: EV battery metals bill sets new low as lithium, nickel, cobalt price slump continues

The raw materials bill for the average EV is now down to $510 compared to a peak of more than $1,900 at the beginning of last year. 

December 26, 2024

Gold price rises on safety demand as markets look to 2025 in holiday lull

The yellow metal has gained 27% so far this year.

December 26, 2024

Nippon Steel revises closing date for US Steel acquisition

The estimated closing date was revised to the first quarter of 2025.

December 26, 2024

Lithium market could see modest recovery in 2025

Global lithium demand to increase 26% to 1.46m tonnes in 2025, outpacing supply growth.

December 26, 2024

Trade spats to curb industrial metals demand: BMO

BMO Capital Markets has lowered its demand estimates for next year on the anticipation that higher tariffs and multilateral trade friction could tamp down industrial output.

December 24, 2024

CHARTS: The coming critical minerals trade war is BRICS short of a load

"While a large number of countries around the world continue to talk about securing raw material supply, China is actually doing something about it."

December 24, 2024

How the Trump administration can support lithium independence

America has become unacceptably reliant on foreign competitors for critical materials and manufacturing processes.

December 24, 2024

Solar, EVs and a big exit from coal: 2024’s good climate news

Solar capacity around the world was rolled out at a record pace, as bargain panel prices helped countries deploy cleaner energy.