Displaying 1 to 10 of 330
28 Jul 2021
[SMH AU] BHP is increasingly gearing its portfolio toward so-called commodities of the future, as investors put greater weight on resource companies’ environmental credentials...At the same time, it’s putting greater emphasis on metals like copper and nickel, needed to support the green revolution.
26 Jul 2021
[Reuters/Mining.com] Structural battery technology is in its infancy, and manufacturers have not settled on a standard approach...LFP cells, however, do not store as much energy as nickel cobalt manganese (NCM) or nickel cobalt aluminum (NCA) cells, and so they provide significantly less driving range between charges.
23 Jul 2021
[Green Car Congress] It adds to two more nickel supply deals that Tesla has likely secured to lock up its expected demand from 2022 onwards with Prony Resources and Vale...Benchmark estimates that as of 2022 onwards 50% of Tesla’s lithium ion battery chemistry will be high nickel cathode (NCM and NCA).
22 Jul 2021
[Reuters] Global miner BHP Group said on Thursday it signed a nickel supply agreement with Tesla Inc and will work with the electric carmaker on lowering carbon emissions in the battery supply chain. Tesla said...it expects to spend more than $1 billion a year on battery raw materials from Australia...
17 Jul 2021
[The Economist]...one of the justifications for its [CATL's] high valuation is that it is about to move beyond the Chinese mainland, the world’s biggest EV market where it accounts for about half of lithium-ion-battery sales, to Europe, Indonesia and possibly even America... it is...the “dreamchild” of China’s government-industrial complex.
16 Jul 2021
[Nasdaq] Nickel prices climbed on Friday to their highest in nearly five months, tracking strong gains in stainless steel, while demand for the metal remained solid amid tight supply.
07 Jul 2021
[Mining.com] Sumitomo Metal, which supplies nickel-based cathode materials for Panasonic Corp’s lithium ion batteries that are used in Tesla Inc EVs, aims to boost its capacity of cathode materials to about 7,000 tonnes a month in 2025 from about 5,000 tonnes now, a company spokesman said.
30 Jun 2021
[Bloomberg/Livemint] Commodities are back, and from pension funds to physical commodity traders, everyone is making money. The question now is whether it’s a temporary snapback from the pandemic or signals a longer-term shift in the structure of the global economy.
20 Jun 2021
‘They are desperate for nickel’: QPM’s Stephen Grocott on the impending battery supply chain trainwreck
[Stockhead AU] To make battery grade nickel and cobalt from ‘laterite’ ore is tough. The incumbent route is High Pressure Acid Leach (HPAL) which is expensive and historically prone to failure. [Australia's] Townsville-based Queensland Pacific Metals (ASX:QPM) will use the patented Direct Nickel (DNi) process instead...
09 Jun 2021
[MetalMktMagazine/Fastmarkets] Bullish sentiment about nickel demand, particularly for electric vehicles...has driven prices higher. But continuing uncertainties about the future timing and extent of nickel demand and supply growth have created a volatile market, reports GDL Morris...