ERMAY News and Press, Eramet ADR From 07/28/22

The following slide deck was published by ERAMET S.A. in conjunction with their 2022 Q2 earnings call. For further details see: ERAMET S.A. 2022 Q2 - Results - Earnings Call Presentation

Lithium chemicals prices were flat the past month and spodumene prices were slightly higher. Morningstar forecasts lithium at $70,000 per metric ton in 2023 and averaging in the mid-$30,000 range this decade. Lithium market news - BMI: The energy storage revolution has arrived. Lithiu...

Nickel spot prices were lower last month and LME inventory was lower. The market appears to have now recovered from the March 2022 spot price spike. Nickel market news - Class 1 nickel for EV batteries looks to have deficits ahead. BMI: Nickel sulphate supply to approach 500,000t in 2...

Lithium chemicals prices were higher the past month and spodumene prices were higher. Lithium market news - Congress and Pentagon seek to shore up strategic mineral stockpile. SA report - "Goldman wrong on lithium pessimism, specialty analysts say." Junior lithium miner company ne...

Nickel spot prices were significantly lower the last month and LME inventory was slightly lower. Nickel market news - Nickel market to swing to mild surplus persisting beyond 2022: Nornickel. Nickel company news - Vale signs long-term nickel supply deal with Tesla. Nornickel recei...

Lithium chemicals prices were slightly lower the past month due to China COVID lockdowns & lower China EV sales; however, spodumene prices were significantly higher. Lithium market news - USA and Canada increase support for the EV supply chain. BMI global gigafactory pipeline at 3...

Nickel spot prices were slightly lower last month and LME inventory was about the same. INSG forecasts a nickel surplus of 67,000 tonnes in 2022. Nickel market news - Biden invokes Defense Production Act to boost EV battery production. Canada to spend C$3.8 billion to support the EV b...

Lithium prices were slightly down (except spodumene significantly up) the past month. Lithium market news - BMI: Lithium ion battery pipeline breaks the 6 TWh capacity by 2030 and will require 5 million tpa of lithium by 2030 (10.4x increase on 2021). Junior lithium miner company ...

Nickel spot prices skyrocketed higher in March on supply disruption fears from Russia and LME trading dramas. LME inventory was significantly lower. Nickel market news - The Intercept reported: "Biden administration drafting order to invoke Defense Production Act for green energy stor...

Lithium prices surged higher, then stabilized the past month. Lithium market news - USA and Ontario Canada both announced support for local critical minerals miners and to boost the local supply chain. Junior lithium miner company news - Sayona Mining doubles Québec lithium r...