BBL News and Press, BHP Group PlcSponsored ADR From 10/20/20

Nickel 'battery' demand is forecast to increase by 14x from 2019 to 2030. The demand surge will be for battery grade nickel sulphate best extracted from nickel sulphide ore. By 2025 if Tesla was making 5 million EVs pa they would need ~275,000 tpa of nickel each year. That is way abov...

China controls some 80 percent to 95 percent of the world's rare earth minerals market. President Trump declared this a national emergency. MP Materials, a privately funded mining company, bought the Mountain Pass rare earth project in 2017 when Molycorp went bankrupt. It will soon me...

Nickel spot prices were slightly lower in September, and the LME inventory was slightly lower than last month. Nickel market news - Battery metals to boom despite widespread Covid-19 disruption. Electric car boom fuels global scramble for nickel and cobalt. Giga Metals says - "The...

Cobalt spot prices rose slightly for the month and LME cobalt inventory was lower. China’s SRB cobalt stockpiling could set metal price floor. Cobalt market news - EU sounds alarm on critical raw materials shortages - Needs 5x more cobalt by 2030 & 15x more cobalt by 2050. ...

Welcome to the nickel miners news for August. The past month saw nickel prices rise significantly and legendary mining investor Robert Friedland stating: "The new oil is copper, nickel , cobalt." This follows last month's plea from Tesla's (TSLA) Elon Musk for mining companies: "Please mine...

Welcome to the August 2020 cobalt miner news. The past month saw cobalt prices rise strongly and plenty of company news from the cobalt miners. Cobalt price news As of August 22, the cobalt spot price was US$14.99/lb , up from US12.93/lb last month. The LME cobalt price is US$33,045...

Co-produced with Trapping Value Introduction This is the fourth part in our series on Inflation. Please see: Poking The Inflation Monster - The Parts Of The Beast Retirement: A Storm Is Coming - The Inflation Monster Inflation TIPS - Living On The Hedge and now:...

BHP Group (BHP) Q4 2020 Earnings Conference Call August 17, 2020 06:30 PM ET Company Participants Mike Henry - Chief Executive Officer Peter Beaven - Chief Financial Officer Conference Call Participants Presentation Mike Henry Thank you for joining Peter Beaven and me...

The following slide deck was published by BHP Group in conjunction with their 2020 Q4 earnings Read more ...

"I will go to my grave... believing that really loose monetary policy greatly contributed to the Financial Crisis. There were obviously problems with regulation, but when we had a 1% Fed Funds rate in 2003 after, to me, it was pretty obvious that the economy had turned (up) and I think the...