On 15 January, 2021, China’s Ministry of Industry & Information Technology (MIIT) published a draft of “proposed regulations on rare earth” for public consultation. China’s new rare earth regulations clarify the various systems of rare earth management legally and indicate the determination of the Chinese government to further strengthen the management of the… Read more
The Chinese government has just released a range of economic data for the end of 2020. GDP in Q4 beat consensus estimates and was up 6.5% y-on-y, bringing average growth for the year to 2.3%. That represents the slowest increase in the Chinese economy for 40 years; but put more… Read more
Citic Metal, CBMM’s exclusive distributor in China for ferroniobium (FeNb), has set its quarterly price for the January-March period at RMB205,000-225,000/t (US$31,783-34,884/t), unchanged from the previous quarter. Roskill View Brazil’s CBMM is the world largest FeNb producer and the de facto price setter. Global FeNb demand dropped in 2020, although… Read more
Preliminary numbers released by China’s National Bureau of Statistics (NBS) confirmed that the country’s crude steel production exceeded the billion tonnes mark in 2020, an all-time high. At approximately 1.05Bnt, the y-o-y increase would be 5.2%. In December alone, crude steel production reached 91.25Mt, a 7.7% y-o-y increase. Roskill View… Read more
From $6,301/t in January, LME prices fell 27% to $4,617/t in March. But a steady recovery saw prices regaining the pre COVID-19 high in late July, completing a full recovery in just six months and have since risen to above $6,700/t, a two year high. A significant 40% fall in… Read more
World salt trade has shown resilience in 2020 and exports look set to exceed 63.2Mt by the end of the year, around 15% less than world exports in 2019. The fall is undoubtedly a result of the impact of the COVID-19 pandemic on economic activity around the world. The regions… Read more
Cathode patent landscape Since their development in the early 1990s, Li-ion batteries have become an integral part of our daily life, from powering smart phones and laptops to electrifying transportation. The evolution of the cathode chemistry is one of the key factors that have made the modern Li-ion technology feasible.… Read more
Cobalt is mostly mined as a by-product of copper or nickel with the copper-cobalt sulphide deposits of the Central African Copper belt being the principal source. The DRC dominates global mine production and accounted for roughly 60% of global supply in 2015.
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