Volkswagen AG is reportedly in final talks to close two investment deals in the Chinese EV space, with EV manufacturer JAC and battery maker Guoxuan High-Tech. The German carmaker is expected to acquire 50% of Anhui Jianghuai Automobile Group Holding, the parent company of EV partner JAC Motors, for US$491M.… Read more
Since the beginning of 2020, we have seen spodumene producers step-up attempts to mitigate the continued decline in lithium prices, principally with a focus on improving plant throughput rates, increasing run-of-mine (ROM) ore grades, and other changes to mine plans. Mineral operations are, by their nature, higher cost and, therefore,… Read more
Mining equity valuations have shown a significant recovery in May with the ASX 300 Australian Mining index rising by 18% so far this month, to within a whisker of its start-year level. The index is also now within 10% of its 3-year high. Whilst valuations in the gold sector have… Read more
February saw delegates join Roskill’s lithium team once again in sunny Perth for an engaging two days of conference. A host of speakers discussed topics from across the lithium supply chain; from the tenacity of new miners, the progress of project developers, along with a host of technical papers on… Watch now
China accounts for around 77% of global rare earth production. Production at operations outside of China is limited to a small number of locations although there are multiple projects under development in Australia, Canada, the USA and Africa. David gives a brief overview of some of the key questions facing… Watch now
Roskill Copper and Technology metals manager Jessica Roberts gives the low down on the tungsten supply side and explains what tungsten demand looks like in the near term. Tungsten prices have recovered slightly over the last few weeks – but what does this mean for future investors? Further updates to… Watch now
Rapid developments in the lithium industry have continued into 2018, as lithium-ion (Li-ion) battery technologies consumed in a range of end-uses drive demand growth and new operations provide additional raw material supplies.
Nickel use in batteries presently accounts for no more than 3–4% of total nickel demand. Demand for battery-grade nickel is, however, expected to boom over the coming decade as the result of the use of nickel in lithium-ion cathode materials used in electric vehicles (EVs).
China has for several decades been the world’s largest mine and refined producer of tungsten, accounting for just over 80% of mine output in 2019, according to Roskill analysis, or some 61kt of contained tungsten metal. It is similarly dominant in the production of the tungsten intermediates ammonium paratungstate (APT)… Read more
Silicon metal and ferrosilicon are very similar with regard to production process and the geography of world output, but are very different in terms of their applications. Silicon metal is used in the manufacture of aluminium alloys, silicones, semiconductors and, increasingly, in photovoltaic solar applications.
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