Goldman doubles down: Record-high copper price within a year

"Nearly $16 trillion would have to go into green-focused infrastructure to achieve decarbonisation targets, compared to $10 trillion in China during last supercycle.”

Frik Els | April 13, 2021 | 2:16 pm

Stars are aligning for uranium price rally

Two new reports argue for a leap in uranium prices as China commits to 46% increase in nuclear capacity, Europe designates it "green" and inventory is hoovered up.

Frik Els | March 31, 2021 | 4:44 pm

50-year gold price vs stocks chart shows bullion fair value above $2,500

Gold vs the S&P 500 since end of gold standard indicates bullion’s bull run to resume based on historical norm. That, or stocks are in for a beating.

Frik Els | March 30, 2021 | 3:59 pm

EV Metal Index doubles year-on-year as lithium, cobalt prices rally

Despite a big drop from December’s blowout high, January 2021 still ranks as the fourth best month for the MINING.COM EV Metal Index thanks to rising cobalt, nickel and lithium prices.

Frik Els | March 16, 2021 | 1:17 pm

Cobalt, nickel free electric car batteries are a runaway success

Few months in, LFP Model 3 already commands 5% of global EV market, counts for 21% of Tesla battery capacity hitting roads–even before key patent expiry next year.

Frik Els | March 11, 2021 | 2:30 pm

Copper price crashes through $4.00, down 7%

Massive selloff in industrial metals wipes billions off mining stocks – Freeport down 14%, Rio Tinto 11% for the week.

Frik Els | March 4, 2021 | 11:31 am

Copper, nickel price: 3 charts that bolster the bear case

The mad surge in the copper price took even ardent bulls by surprise, but doubts are beginning to creep in about the sustainability of the rally, at least in the short term.

Frik Els | March 1, 2021 | 12:51 pm

Nickel, cobalt price: 10 charts show China’s grip on battery supply chain to last decades

Beijing's response to Biden executive order on critical minerals: "Artificial efforts to shift these chains and to decouple is not realistic."

Frik Els | February 26, 2021 | 12:12 pm

Why Tesla isn’t a “battery company”

Even when assigning zero value to automakers’ non-EV business, Tesla’s valuation based solely on battery capacity deployed are multiples of Volkswagen, GM, BYD, Hyundai, Nissan and others.

Frik Els | February 17, 2021 | 2:07 pm

EV metal index beats record by 54% as electric cars reach tipping point

MINING.COM EV Metal Index surges to over $500m of lithium, graphite, cobalt and nickel in newly-sold electric cars worldwide in one month as prices continue to climb and deployment smashes previous records.

Frik Els | February 10, 2021 | 1:35 pm

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