Why Graphite Could be the Next Critical Mineral to Rise Steeply in Price
Originally posted on investorintel.com Last July and August, I did a 6-part series called the “Dean’s List” which looked at North American explorers and miners that could benefit from government commitments to critical minerals, like the Inflation Reduction Act. This is especially important given how many of those materials are controlled, either through mining, ownership, […]
Leading Producers and Junior Miners Who Benefit as EV Boom Drives Cobalt Demand
Originally posted on investorintel.com Cobalt is a key component of the lithium-ion (“Li-ion”) battery used in electronics and many types of electric vehicles (“EVs”). The EV boom is causing cobalt demand to surge higher. In 2021, the International Energy Agency forecasted that cobalt demand could grow between 6x to 21x from 2020 to 2040 depending […]
Monsters of Rock: Can we count on another nickel rally in 2023?
Originally posted on stockhead.com Nickel prices have dropped more than 20% this year CBA mining analyst Vivek Dhar says higher supply from Indonesia and China’s economic growth targets could count against another bull rally this year Miners suffer bloodbath in miserable trading day The nickel market has been one of the most fascinating in battery […]
We stand ready to support renewable energy, says Standard Bank
Originally posted on miningweekly.com Standard Bank says it is at the ready to support renewable energy and infrastructure projects. The bank, which this week delivered record 37%-higher headline 2022 earnings of R34.2-billion and paid the highest dividend in its 161-year history, expresses the view that meaningful structural reform and an improvement in the electricity supply in […]
Eager to cut China dependence, EU eyes processing 40 per cent of its strategic raw materials by 2030
Originally posted on scmp.com The European Union wants to process 40 per cent of the strategic raw materials it uses by 2030, as it looks to slash its dependence on China for the minerals that will power industries of the future. It also aims to ensure it will not rely on third countries for more […]