JJN News and Press, iPathA Series B Bloomberg Nickel Subindex Total Return ETN From 11/14/22

Summary The LME aluminium price fell from a two-month high to as low as $2,416/t on Monday morning following the decision. The LME said it believes, after receiving feedback, that a material amount of the market is still accepting and will continue to rely on Russian metals. A...

Summary Soaring prices of critical battery metals are threatening supplier and OEM profit margins. Elements such as lithium, nickel, and cobalt do not just magically appear and transform into EV batteries and other components. The battery will be the defining technological and...

Summary Battery original equipment manufacturers (OEMs) have enjoyed a clear trend for much of the last decade. Despite early promises, battery OEMs have not been able to escape the need for high-cost constituents like nickel altogether. In markets such as Chinese cities, rang...

Summary Europe’s energy security and decarbonization goals will spur R&D in cleantech, solar in particular. We expect further easing of monetary and fiscal policies to boost growth prospects and earnings expectations, and possibly trigger a rebound in Chinese equities. ...

Summary As the metals markets enter the last quarter of a turbulent year, the industry prepares to gather in London for a week of meetings and contract negotiations against a backdrop of weakening demand. Global aluminium prices soared briefly after news that the United States is ...

Summary We believe foreseeing the demand for batteries dropping at any point in the near future is difficult. Typically, if one is thinking of a framework, we believe it should include attention to the idea, attention to the timing, and then attention to the specific companies to ...

Summary The LME continues to review a ban that would keep Russian aluminum, nickel, and copper from the exchange. The LME seems anxious to avoid the ongoing drain of non-Rusal aluminum in their warehouses being replaced solely by new deliveries of Rusal metal. The German gover...

Emerging markets hard-currency bonds could remain volatile given the challenging global macroeconomic backdrop, but we see pockets of opportunities. BloombergNEF believes total metal demand from lithium-ion batteries will reach 13.5 million metric tons by 2030. Strong demand for c...

Navigating the opportunities within the comparatively nascent EV industry will see winners and losers emerge. Annual production volumes of BEVs are forecast to increase from around 4.8 million in 2021 to more than 50 million in 2034. The automakers best placed to grow in the emerg...

Commodities had a sharp pullback in the month of June. The industrial metals sector led the decline, falling 14% in the month of June. Near-term markets are adjusting to slower global growth expectations and fears over the demand outlook. Commodities took a dip in June, ...