Lithium Batteries-An Outlook and Summary
On the 23rd of October 2017, Core Consultants presented a paper at the Annual Nickel Institute Conference (INSG) which summarized the current state of the Lithium Ion Battery Market. You can download the full presentation with audio here. The Lithium Ion Battery market is undergoing a revival with billions having been committed over […]
Manganese Alloy Prices Head South as China Curbs Pollution
Core Consultants released its October Manganese Monthly Report. In it we note that while manganese stocks at Chinese ports as of the 19th of October were virtually unchanged from the previous month at 2.26m tonnes compared to 2.27m tonnes, when we compare this to the start of the third quarter, we note that overall stocks […]
Manganese Ore Giants Raise Prices
Manganese stocks at Chinese ports as of the 19th of September stood at 2.27m tonnes compared to 3.13 m tonnes last month. This period of destocking has buoyed ore prices, which are expected to remain high over the next two months as restocking commences. Moreover, steel mills are expected to cut production in October/November as […]
Are Cobalt Prices Sustainable?
Cobalt Market Outlook-Credit Suisse On 6th September 2017, Core Consultants presented to Credit Suisse and their clients. The aim was to determine whether or not the current cobalt prices were sustainable. The presentation describes the cobalt supply chain and identifies current issues. We then went onto consider which producers are adding capacity, and whether this […]
Outlook for Cobalt: Shortages? China? Questions Answered
Core Consultants presented at Metals Events’ Battery Metals Conference in Manchester, June 2017. The Presentation was an overview of cobalt, looking at potential shortages, Chinese consumption, and addressing general investor questions Download Cobalt Presentation
Help Chrome has Fallen off a Cliff
Presented to members of the SAIMM in June 2017. This video presentation highlights the volatility of the chrome market, paying close attention to the inventory levels and stocks at ports. Download Presentation
Could You Cope With Smartphone Rationing?
This article first appeared in BBC News and was written by Ian Hardy, BBC’s Technology of Business Reporter A number of metals are crucial components in a range of technologies, from smartphone batteries to electric cars. So could a market shortage and […]
Manganese Stocks In China Too High Cost
Transnet’s Monthly Manganese Transport | Image Source: Reuters How to manage excessive manganese stocks seems to be an ongoing theme these days. In our last issue we noted that stocks had risen almost 1m tonnes to 3.5m tonnes and this month, while inventory levels have declined, stocks are still pretty high at 3.19m tonnes. To […]
Transparency, Audibility and Trust Using Blockchain
Transparency Auditability and Trust using Blockchain Technology
Rare Earths Right Now: Burundi, Oligarchs and Chinese Quotas
On Monday, Core Consultants’ published its April Rare Earth Monthly Report. Rare earths has been somewhat muted the past few months and global investors have looked to cobalt and lithium as better investments. However, we would advise not to take your eye off the ball just yet. There is some interesting behind the scene developments. […]