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2023-06-29 05:34:42 ET Summary Rising demand for tin in industries like AI, solar, and EVs suggests a potential price upside. Alphamin already offers good value, yet is actually set to grow production by ~60% within six months leading to a significant revenue jump. I maintain ...
Cobalt spot prices were higher for the month and LME cobalt inventory was the same. Cobalt market news - CRU: The cobalt market is in deficit this year but should be more balanced in 2022. Explorers and developers targeting cobalt projects. Cobalt miners news - China Molybdenum Q3...
Cobalt spot prices were higher for the month and LME cobalt inventory was slightly lower. Cobalt market news - Strong growth for cobalt, but some headwinds too. Cobalt slight supply deficit this year and will remain in one next year. Cobalt miners news - First Cobalt receives key ...
Cobalt spot prices were slightly higher for the month and LME cobalt inventory was about the same. Cobalt market news - Canaccord forecasts a cobalt deficit as early as 2024, forecasts prices rising beyond the previous peak of US$42.52/lb and sets long-term pricing at US$40/lb. Co...
Cobalt spot prices were flat for the month and LME cobalt inventory was about the same. Cobalt market news - Analyst's forecast cobalt prices either steady in 2021 or picking up slightly. EV makers eye bigger battery-metals role by inking mining deals. Cobalt miners news - Re|Sour...
The supply situation for tin is even worse than when I called the bull market in 2019. The forgotten base metal continues to make new all-time highs. Tin is a key new technology metal likely to benefit from many new advanced applications. Metals X's new management did the right th...
Cobalt spot prices were significantly higher for the month and LME cobalt inventory was slightly lower. Cobalt market news - IEA forecasts cobalt demand to increase 6x to 21x from 2020 to 2040. LG Chem to invest $5B to produce EV battery materials. Cobalt miners news - China Moly'...
Cobalt spot prices were slightly higher for the month and LME cobalt inventory was about the same. Cobalt market news - US unveils plans for the supply of batteries, critical minerals, semiconductors. Volkswagen and Tesla both active in securing battery materials. Cobalt miners ne...
Cobalt spot prices were lower for the month and LME cobalt inventory was about the same. EV supply chain majors pilot Re|Source, a blockchain solution for end-to-end cobalt traceability. Cobalt market news - S&P GMI forecasts the cobalt market to move into deficit from 2024. Analy...
Cobalt spot prices were slightly lower for the month and LME cobalt inventory was slightly lower. Cobalt market news - President Biden’s $2.25 trillion infrastructure package proposes a $174 billion investment "to win the EV market". Cobalt miners news - CATL takes stake in...
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Diversified Australian miner Metals X (ASX: MLX ,OTC Pink:MLXEF) has decided to dip out of copper for the time being after production at its Nifty copper mine in Western Australia levelled off despite an ongoing “reset plan.” According to the company’s release on Tu...
Base metals across the board took a plunge this week, partly affected by growth in the US dollar on the back of comments from Federal Reserve chairman Jerome Powell. While most metals started the week on an upward climb (exception being lead , which trended downward all week), weekly high...
After not seeing the operational success it had hoped for, Metals X (ASX: MLX ,OTC Pink:MLXEF) announced Wednesday (May 1) that it is launching a “reset plan” for its Nifty copper operation. When the company acquired the asset in 2016, Nifty showed potential through a notable r...