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
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
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
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.
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
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
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.
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
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
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
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