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Nickel spot prices were slightly higher in November, and the LME inventory was slightly higher than last month. Nickel market news - Wood Mackenzie forecasts nickel demand to increase by 2/3rds by 2040. New US trade group ZETA calls for emissions caps, total EV adoption by 2030. N...
Cobalt spot prices were slightly down for the month and LME cobalt inventory was unchanged. Cobalt market news - Roskill sees a more balanced cobalt market in 2020 & forecasts cobalt demand to double by 2030. Wood Mac forecasts cobalt demand to triple by 2040. Cobalt miners ne...
Two recent events have boosted the battery metal miners - Rapidly improving EV sales especially in Europe and China; plus Tesla's Battery Day enormous forecasts for future battery production. A battery metals miner's super-cycle looks set to begin soon. My order of preference for ...
Fisher’s 13F portfolio value increased from $102.5B to $117.8B in Q3 2020. They increased NextEra Energy, UnitedHealth, 3M Company, and Thermo Fisher Scientific while decreasing Starbucks, Total SA, and Royal Dutch Shell during the quarter. Fisher has a number of small posi...
Tesla's existing supply chain. Latest Tesla news as related to EV metal miners (Piedmont Lithium supply deal, Tesla lithium converter plan in Texas, Tesla interest in LG Chem). Tesla's potential North American battery metals supply chain contenders - lithium, cobalt, nickel, and manga...
Nickel spot prices were higher in October, and the LME inventory was slightly higher than last month. Nickel hits 11-month high on expectations of robust demand. Nickel market news - Tesla in talks with Vale, BHP, and the Indonesian Govt. to secure nickel. Biden campaign tells miners ...
Cobalt spot prices were down for the month and LME cobalt inventory was unchanged. Cobalt market news - US declares a national emergency to deal with the threat of US critical materials supply. Glencore trader Brocas says OEMs seeking 5-10 year deals for cobalt. Wood Mackenzie -"N...
Schlumberger's results were generally worse than last year, but they did show some signs of improvement over the second quarter. The market was unimpressed with the earnings beat, probably because of the sale of one of the company's biggest revenue growth drivers. Schlumberger man...
Gloomy economic forecasts are misleading when it comes to the attractive outlook for BHP Group's core iron ore and copper markets which see strong industrial demand. BHP's improving environmental, social and governance performance at a time when peer Rio Tinto's are weakening provide ...
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...
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Shares of BHP Group PlcSponsored ADR (NYSE:BBL) traded at a new 52-week high today of $68.47. Approximately 3.2 million shares have changed hands today, as compared to an average 30-day volume of 2.9 million shares. BHP Group PlcSponsored ADR (NYSE:BBL) is currently priced 3.4% above its...
BHP Group PlcSponsored ADR (NYSE:BBL) traded at a new 52-week high today of $68.07. Approximately 1.8 million shares have changed hands today, as compared to an average 30-day volume of 2.8 million shares. BHP Group PlcSponsored ADR share prices have moved between a 52-week high of $68.0...