Lithium: Brine producers next in line to feel the pain from low lithium prices
Orocobre’s recent update highlights that the current weak pricing environment for lithium is now starting to impact the profitability of brine producers after already taking several casualties in the hard-rock space. The company runs the Olaroz brine operation in Argentina, and on 3 December provided guidance on its Q4 2019… Read more
Cobalt: SK Innovation and Glencore sign a six-year supply agreement
South-Korean battery manufacturer SK Innovation has signed a six-year purchase deal with cobalt producer Glencore for approximately 30kt of cobalt-in-hydroxide between 2020 and 2025. The cobalt will be used in the production of lithium-ion batteries that could power an estimated three million electric vehicles (EVs). Cobalt under the agreement will… Read more
Batteries: Korean battery makers extend their dominance in the western auto industry while securing battery raw materials
On 5 December, the CEO of General Motors (GM) announced a 30GWh joint venture with South Korea’s battery maker LG Chem to build battery cells through a US$2.3Bn investment in Ohio, USA. In the same week, SK Innovation signed a six-year 30kt cobalt deal with miner Glencore to further secure… Read more
Cobalt: Outlook to 2029, market set to double in size
Roskill Director, Jack Bedder speaks to Andrew Scott of proactive on the outlook for cobalt. Although prices have fallen back and market sentiment is depressed, Jack forecasts significant demand growth over the next decade, with the market expected to roughly double in size.
Greenfields: First Battery Raw Materials Project Report
Roskill analyst Oliver Heathman and associate Charles Cooper introduce Greenfield Battery Raw Material Projects for the 2020s report. The first of its kind, the study examines over 50 of what they describe as the top greenfield projects that could produce the key raw materials for the Electric Vehicle battery market.… Watch now
Chromium: Market forecast to move into period of more modest demand growth
Our analyst Dr. Nils Backeberg discusses the outlook for the chromium market through to 2029. “Southern Africa hosts about 90% of the world’s chromite reserves and resources and accounts for approximately 60% of global chrome ore production.” “After several years of 5-10% annual growth in demand driven by stainless steel… Watch now
Featured Products
Lithium
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.
Natural & Synthetic Graphite
Outlook to 2028, 12th Edition
Graphite prices remain high as supply-side shortages combine with growing battery and electrode demand. High flake graphite prices spur new development outside of China Despite some downwards re-adjustment towards the end of 2018, graphite prices remain high, with February prices for 94-97%C fine, medium and large size flake still 17%,… Read more
SaltNew
Outlook to 2028, 18th Edition
World production of salt is expected to reach a new record of over 330Mt in 2019, surpassing the previous peak of around 325Mt in 2018 when output was stimulated by high consumption in the de-icing market following a cold winter in North America. Production only grew globally at an average… Read more
FluorsparPre-order
Outlook to 2029, 14th Edition
Fluorine is the most chemically reactive element and world fluorspar demand is dominated by the chemical industry. This dominance is expected to continue throughout the outlook period to 2029. All fluorochemicals are derived initially from the manufacture of hydrofluoric acid (HF), itself produced from acid-grade fluorspar (acidspar). The largest chemical… Read more
Subscribe to the most up-to-date information
Now you can access Roskill expertise and analysis though our dedicated online portal, Roskill Interactive. Our clients will see all of their current subscriptions and reports and be able to collate, store and extract key data that is relevant to them. Fast, accessible, current and relevant analysis from Roskill.
Consulting
Facing a major decision?
If a specific commodity report does not provide a solution to your needs, then Roskill’s consulting division can provide deeper insight.
Stay up to date
Sign up to receive the Roskill Weekly Round-up—a weekly breakdown of the most important industry news via email.
