Neither Tianqi or Albemarle report output and sales from Greenbushes. Based on cargo volumes from Bunbury, however, Talison shipped to China 72,352wmt of concentrate in July, 67,276wmt in August, and 35,329wmt in September, totalling 174,930wmt. Talison also shipped 9,003wmt to the USA and Europe representing technical-grade sales. Exports are up… Read more
Metal Event’s 15th International Rare Earths Conference took place in Hong Kong between the 7th and 9th November 2018. With increasing industry focus on demand for magnet raw materials, the criticality of neodymium (as well as praseodymium, dysprosium and terbium) was a key topic of discussion, with magnet producers in… Read more
POSCO Group has begun to increase production of lithium-ion battery anodes from 24ktpy to 74ktpy, it was reported in November. New Chairman and CEO Choi Jeong-woo took office in July this year and has pledged to enhance the South Korean company’s anode business, becoming a major player in the sector.… Read more
On Tuesday 9th October, Roskill presented ‘On the road… Breakfast at the Tower’ — up-to-date market insights on electric vehicle raw materials. Presentations on the lithium, cobalt and rare earths markets were given by Roskill’s lead analysts in the New Armouries Suite, Tower of London.
Nils Backeberg, senior analyst at Roskill, educates Proactive Investors on today’s markets for rare earth minerals, with particular attention to factors influencing demand and thus prices. Backeberg outlines the potential impact of growth in the electric vehicle market on demand for rare earths-containing permanent magnets.
Jessica Roberts, head of battery & technology materials at Roskill, talks with Proactive Investors about world tungsten markets ahead of the release in November of Roskill’s new Tungsten Market Outlook report. Roberts discusses the outlook for supply, with particular consideration of the impacts from China’s toughening environmental regulations, noting that… Watch now
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.
“Growth in Li-ion battery demand will require fundamental changes to battery raw material industries.” Report includes: Analysis report with forecasts to 2027 Access to the report online through Roskill Interactive for up to 5 users Further background data available on request Hard copy of the report on request Access to… Read more
Demand for lithium continues to accelerate, fuelled by the growth in portable consumer electronics and more recently Li-ion battery use in automotive applications; even in it’s infancy, automotive accounted for nearly 50% of Li-ion battery output in 2016. Furthermore, with China at the forefront of this drive in vehicle electrification,… Read more
The Tantalum Report includes: Analysis report with forecasts to 2027 Further background data available on request Hard copy and electronic PDF of the report Access to the analysts for discussion around report content Quarterly updates The pattern of tantalum supply is expected to change rapidly and dramatically. In 2017, Africa… Read more
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