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Nickel: The future lies in batteries
With all major battery manufacturers looking to the future through the lens of EVs, it’s abundantly clear that the future of high energy batteries will converge on layered oxides increasingly rich in nickel. Nickel poised for a rebound There is growing confidence that nickel is heading back into boom conditions. A mid-year report by Forbes […]
Key takeaways from Tesla’s Battery Day
There were some big announcements at Tesla’s Battery Day event: the company’s move towards eliminating cobalt in its batteries, a new Plaid powertrain for the Model S that could get to speeds of 200mph, and a new cathode plant to streamline its battery production. And, with the new battery technology, CEO Elon Musk has said […]
Analysis of lithium’s inclusion on the EU critical metals list
On 1 September, the EU revealed that it included lithium on its updated list of critical metals. Three days later, the European Commission announced the launch of a new industry alliance, with the aim of building a complete EU supply chain for raw materials like lithium which are considered critical for the region’s digital and […]
Core Consultants Speaks to Miningmx: Commodities to benefit from a post-Covid-19 world
Click here to read the article on Business Maverick’s website When the COVID-19 pandemic finally passes, the new economy that emerges will have commodity winners and losers. Coal, for one, may prove to be a short-term ‘comeback kid’, though its long-term decline is set in stone. But, in a global economy where inflation remains subdued and […]
Trends in Lithium-ion Cathodes & Effect on Raw Material Demand
Trends in Lithium-Ion Cathodes was presented at the February 2020 African Mining Indaba in Cape Town. The presentation focuses on the reasons that scientists have focused on the lithium-ion cathode components of batteries, the advantages and drawbacks of each lithium ion cathode choice and the effect that these choices have on raw materials. The presentation […]
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.
U.S-China trade tensions to shackle copper prices
The original article may be found on Reuters Copper supply risks fade Chinese copper demand to be supported by government policy Shanghai copper stocks slide, prices above LME By Pratima Desai LONDON, Aug 29 (Reuters) – Copper prices have recovered from a recent rout, but the possibility of the trade dispute between the Washington and […]
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 […]
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 […]