Graphite: Natural graphite project developments continue through Q2

Companies developing natural graphite projects continue to make headway into Q2 2019 with most activity seen in Africa and North America. On 11 April, Walkabout Resources announced that it had signed a binding offtake agreement for 10-30ktpy, through mineral traders Wogen, for graphite concentrate from its Lindi Jumbo project in… Read more

Batteries: New, unique analysis of greenfield raw material projects for the 2020s

Automotive electrification and energy storage are driving significant investment within the extractive sector, as new sources of raw materials are required to produce lithium-ion batteries. Understanding these potential future sources is key to identifying potential bottlenecks as well as opportunities. Roskill has reviewed the plans of over 50 developers with… Read more

Roskill: A number of new faces join the team to expand our global reach

Yoshiyuki Ishido joins Roskill with a wealth of knowledge and experience in the commodities research and finance sector. A sales professional in these markets, Yoshi strengthens the Sales team in Asia for Roskill as the Business Development Manager for the Japanese market. Jake Fraser joins Roskill as a consultant to… Read more

Indium: Prices remain depressed by scale of Fanya stockpiles

Indium prices are at their lowest level for a decade as stockpiles from the failed Fanya Metal Exchange, which operated from 2011–2015 in Kunming, China, continue to suppress a recovery. Mandy Yin, product manager at Zhuzhou Keneng New Material, told delegates at the MMTA International Minor Metals Conference in Edinburgh… Read more

Vanadium: Prices continue to fall

Vanadium prices averaged US$68/kg in March and spot prices are now lower in April. Q1 prices average US$74/kg. Roskill view: The ongoing tolerance period for new rebar standards in China is the main factor contributing to falling vanadium prices. In addition, higher-than-expected substitution of ferrovanadium for ferroniobium in China (caused… Read more

Cobalt: Dramatic price fall comes to an end

Cobalt Standard Grade prices started the year at US$26/lb but fell sharply over Q1, bottoming out at US$14/lb in late March. Q1 prices averaged US$18.50/lb. Roskill view: This time last year, cobalt prices were above US$40/lb. Since then, oversupply (especially of hydroxide but also of most refined forms), set against… Read more

Tungsten: King Island Scheelite secures offtake with Austria’s WBH

Australian-headquartered King Island Scheelite (KIS), which is developing the brownfield Dolphin tungsten mine project on King Island off the coast of Victoria, has signed an offtake agreement with Austrian company Wolfram Bergbau und Huetten, a leading producer of refined tungsten. The offtake agreement is for 1.4kt of concentrate on a… Read more

Fluorspar: Husky Energy opts for continued HF use at USA-based refinery

An oil refinery in Wisconsin, USA will continue to use hydrogen fluoride (HF) in its petroleum alkylation operations once rebuilding efforts have been completed. The Superior Refinery, run by Canada-based Husky Energy, was badly damaged in 2018 after an explosion caused an asphalt tank to rupture, resulting in a major… Read more