Establishing the Case for West Africa as a Gold Market
Minvest Gold West Africa Conference 2019. The presentation provides a detailed account of the trials and tribulations as well as the positives of mining gold in Africa and provides an opinion on whether West Africa can support a legitimate, world class gold market. Establishing the Case for West Africa as a Gold Market
Sino-US trade war takes center stage in rare earth market
Our June issue of the Rare Earth Monthly Report focuses on the Sino-US trade war. The US deliberately left rare earths off their initial tariff list as it realised its over-reliance on China for these critical materials. Furthermore, America relies on China to process its rare earth ores and concentrates, so imposing tariffs would only […]
Cobalt Overview: Battery Materials Conference, Shanghai
Fast Markets Battery Materials Conference 2019. Core Consultants explores the current state of the cobalt market, with stocks having fallen materially. The presentation addresses reasons why this has occurred and the outlook for cobalt over the medium term. Cobalt Market Overview_Battery Material Conference April 2019
Cobalt Q&A with Lara Smith (MD of Core Consultants) and Metal Bulletin
Click on image to read the full article on Metal Bulletin
Manganese market poised for possible increase
[visualizer id=”6914″] As of March 15th, the price of manganese ore was stable, but some increases are noted to prices for April delivery, suggesting that producers anticipate rising demand. However, according to Core Consultants’ latest manganese report, there are numerous manganese ore projects in development, and with the first seabed recoveries expected to take place […]
Rare Earth Monthly Summary: March 2019
In the March 2019 issue of the Core Consultants Rare Earth Report, we discuss how the rare earth export restrictions from Myanmar might lend support to heavy rare earth prices.
Currently the light rare earth market is suffering a supply overhang, which is further impacted by poor demand for permanent magnets.
However there is some positive support for permanent magnets expected this year from the wind power and EV sectors, especially in China.
Higher nickel prices offers limited support to chrome and ferrochrome markets
Rising nickel prices, coupled with a slight overreaction to the 30 million tonnes of Vale iron ore being removed from the market in March has offered support to steel and stainless steel prices. However, this is unlikely to have any meaningful impact further upstream on chrome and ferrochrome which continues to be impacted by overproduction. […]
Manganese Prices Stable-Core
[visualizer id=”6811″] After falling in January, ore prices held relatively stable in February and only slight reductions are expected for March. However, China’s production of manganese alloys has increased sharply since 1Q18, and a weak market post-Spring-Festival has prompted the Ferroalloy Industry Association of China to call for cuts to raw material production. Port inventory […]
Why Africa Will Continue to Dominate Cobalt Supply for EV Batteries
On the 21st of February 2019, Lara Smith, MD of Core Consultants addressed members of the SAIMM. She demonstrated why cobalt will continue to be a Sino-African story, particularly with respect to EV battery demand. Lara Smith SAIMM presentation
African cobalt to continue dominating EV battery space – consultant
Original article appeared in Mining Weekly, click to view Africa will continue to play a dominant role in the supply of cobalt for use in electric vehicle batteries, says Core Consultants Managing Director Lara Smith. Speaking at a South African Institute of Mining and Metallurgy (SAIMM) breakfast seminar, in Johannesburg, on Thursday, she indicated that, from an economic perspective, Africa has the cobalt resources, such […]