October 22, 2021 Commodity boom at risk as supporting factors fade, Fitch says The pace of global industrial production growth is falling “quite swiftly” after an impressive spike in demand for durable goods during lockdowns.
October 22, 2021 EU in talks with China to avoid “catastrophic” magnesium crunch China supplies the block with about 95% of the silvery-white metal used to make aluminum alloys for auto parts.
October 22, 2021 Shanghai aluminum at over 1-month low as coal prices drop China’s thermal coal futures plunged and turned in their worst week in five months, following Beijing’s strongest intervention in years to boost supply and cool runaway prices.
October 21, 2021 How metals and stage.mining.companies are adapting to a greener world Mining companies have the widest range of BNEF transition scores.
October 20, 2021 Rio Tinto to spend $7.5bn by 2030 to meet Scope 1 and 2 emissions targets The company has said it will double its growth capex to about $3 billion a year from 2023.
October 19, 2021 Global shortage of magnesium could cripple car industry Germany’s association of metals producers warned that current magnesium inventories in Europe will be exhausted by the end of November 2021.
October 18, 2021 Wild markets gatecrash London Metal Exchange Week party This year’s LME Week was a subdued affair by comparison with past excess, writes Andy Home.
October 17, 2021 What the energy transition may bring for five battery metals – report London-based ING Economics predicts what the ongoing energy transition might bring for copper, aluminum, nickel, cobalt, and lithium.
October 16, 2021 Aluminum makers sound the alarm about US magnesium shortage Matalco Inc., the largest US producer of aluminum billet, is warning customers it may curtail output and ration deliveries as soon as next year
October 15, 2021 Alcoa CEO says aluminum rally will last longer Alcoa’s stock has more than quadrupled from a year ago, helped by a historic surge in aluminum prices.
GRAPH: Cobalt price plunge and the EV market Cobalt prices have plummeted to their lowest level since 2016, as a deluge of supply overwhelms stagnating demand from the electric vehicle […] February 11, 2025 | 04:03 pm
China funnelled $57 billion to control critical mineral supply chain A network of at least 26 state-backed banks has helped Beijing tighten its grip on critical minerals over the past two decades. February 05, 2025 | 11:00 am
GRAPH: The mining and Nvidia solar system The Top 50 is now trading $480 billion below the peak hit in the second quarter of 2022 February 05, 2025 | 10:05 am
Silvercorp acquisition of Adventus hits roadblock Lawsuit challenging the environmental permit for the target company’s project in Ecuador emerges as bone of contention. July 10, 2024 | 12:13 pm