Beny Steinmetz’s Former Ace Analyst Builds Up Team at Core Consultants
This article was taken from African Intelligence Lara Smith, a former analyst for Beny Steinmetz Group Resources (BSGR), is using her expertise in cobalt to make a name for Core Consultants (CC) among mining firms. She can count on the help of a team of sector experts to do so. One of Smith’s former BSGR […]
Sovereign Metals: An African Graphite Project with Enviable Infrastructure
The weekend before the African Mining Indaba in Feb, Core Consultants had the privilege of flying to Malawi for a private tour of Sovereign Metals’ (ASX:SVM) (“Sovereign”) Malingunde graphite project, and I have to say that, in my opinion, it ranks as one of the better graphite development projects with some compelling investment […]
REVEALED: Largest Cobalt/Copper Resource Outside of the DRC
CELSIUS RESOURCES LTD (ASX: CLA) SMASHES ALL EXPECTATIONS WITH ITS MAIDEN JORC COMPLIANCE RESOURCES AT THE OPUWO COBALT PROJECT Market Rewarding Companies with Quality Cobalt Deposits Australian listed Celsius Resources Ltd.’s (ASX:CLA) share price opened this morning at $0.185, up from its previous close at $0.160 and by 4pm, Sydney time the […]
Trump’s Tariffs Affect Chrome Markets
In our latest Ferrochrome Monthly, Core Consultants acknowledged a vast improvement in the European ferrochrome benchmark price. Prices soared from $1.18/lb in the first quarter to a whopping $1.42/lb in the second quarter 2018. This represents a rise of 20.3% q.o.q and was entirely unanticipated on our part. However, rising costs for global ferrochrome producers, […]
Vanadium Bulletin – April 2018
[siteorigin_widget class=”SiteOrigin_Widget_Image_Widget”][/siteorigin_widget] At the start of April, Core Consultants released the first of a new series of research bulletins aimed at offering accessible yet authoritative coverage of areas of increasing interest, starting with the recent vanadium pentoxide rally. Last year, vanadium outperformed all other battery metals including cobalt and lithium to gain 130%. Continue reading for excerpts from […]
China develops new rare earth military and applications
China has been open about its intentions to develop downstream applications for its rare earth sector. To this end, China’s achievements in the electric vehicle sector have been well documented. Sales are expected to reach 2% of the passenger vehicle market by the end of the year, with some reports suggesting that EV’s could reach […]
Rare Earths in Review — Core Consultants — 2017
2017 saw massive development in the rare earth elements market across four levels; namely, policy, prices, supply and end-user markets. With respect to policy, China’s Department of the Raw Materials Industry and the Ministry of Industry and Information Technology organised the Chinese rare-earth industry into six groups, the last of which was completed earlier […]
Manganese traders struggle to close at higher prices
Manganese stocks at Chinese ports as of the 24th of November increased from the previous month to 2.47m tonnes compared to 2.26m tonnes on the 27th of October. However, if we compare this to the start of the third quarter, we note that overall stocks are a lot tighter. Chinese authorities gave the order in […]
Hard Times for Chrome Traders in October
October was characterised by an increase in both purchases and production owing to a number of positive factors including, higher benchmark price which rose 19c/lb in the fourth quarter, a resurgence in Chinese ferrochrome production, higher surcharges by stainless steel mills and the end of winter tariffs which saw the production rates in South Africa […]
October Rare Earth Price Correction
We cautioned in our October report that whilst the fundamentals of the industry have greatly improved, prices have run hard and we should expect to see some correction in October. This correction was even more pronounced as the Chinese State Reserve Bureau (SRB) did not make any purchases in September and subsequently we have started […]