Rare earths: China closes Tengchong Yunnan/Myanmar port and bans imports of rare earth from Myanmar
Imports of rare earth ores and concentrates from Myanmar were banned earlier this month by Chinese authorities which has formed a significant source of rare earth raw materials to the Chinese industry since 2017. In addition, China closed the Tengchong Yunnan/ Myanmar port, which has been the main boarder crossing… Read more
Chromium: A North American ferrochrome smelter by 2028?
The four cities of Timmins, Sudbury, Sault St. Marie and Thunder Bay submitted bids in February 2018 to become the host of Noront Resources’ planned Canadian ferrochrome smelter. Environmental and site suitability, capital costs, operating costs and an assessment of community acceptance for hosting the facility were some of the… Read more
Cobalt: Changing supply and sustainability main topics of discussion at CI Conference
The cobalt industry met in Hong Kong last week for the Cobalt Institute’s Annual Conference. Key issues for discussion were sustainability and new sources of supply. Roskill’s Oliver Heathman presented on cobalt production costs and the factors driving the viability of new supply, outlining key findings from the soon-to-be-released ‘Greenfield Battery… Read more
Tightening supply bodes well for new vanadium projects
Roskill’s Jack Bedder views the market for vanadium as dynamic and diverse and suspects it’ll remain in deficit for some time. He says while supply will remain tight, demand is set to increase considerably over the short term. Roskill’s five-year outlook predicts total market growth of 4% per year.
Copper prices to move higher as China demand accelerates
Roskill’s Jon Barnes talks Proactive London through his views on where copper demand and supply is heading through 2019 and beyond. Barnes says “2018 proved a good year for demand with growth of around 3%, which when compared to average yearly growth of nearly 2–2.5%, it was a good outcome”.… Watch now
Nickel projects attracting increased investor confidence and interest
Roskill’s Thomas Höhne-Sparborth discusses with Proactive London’s Andrew Scott the outlook for Nickel. He says prices are still relatively low by historical standards—on average, every year between 2004 and 2014, the LME nickel cash price was above the 2018 year-to-date average price. He adds that the push for automotive electrification… Watch now
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Outlook to 2028, 16th Edition
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.
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Outlook to 2028, 3rd Edition
The supply of the raw and refined materials needed for the manufacturing of lithium-ion batteries is becoming as strategic as oil supplies changing the landscape for the automotive, energy and electronics industries and their supply chains globally Battery growth Lithium-ion batteries have become the dominant battery technology in major markets,… Read more
VanadiumNew
Outlook to 2028, 17th Edition
Vanadium prices increased dramatically in 2018 as the market moved into structural deficit. On the supply side, a reduction in global feedstock capacity, dwindling global inventories, feedstock tightness in China, and trade issues contributed to price rises. On the demand side, the introduction of new rebar regulations in China, designed… Read more
Rare Earths
Global Industry, Markets & Outlook 2018
The rare earths industry is heading for a turbulent period. The looming addition of tariffs on rare earth raw materials and finished products traded between the USA and China and increasingly stringent environmental inspections disrupting mine and refined rare earth supply in China are exacerbating an already tight market for… Read more
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