News

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

Salt prices remain healthy despite record levels of trading

Roskill’s Kerry Satterthwaite speaks to Proactive London’s Andrew Scott ahead of next week’s international salt industry conference in Amsterdam. She says China is the world’s largest salt producer but also imported more than 10Mt of it last year, adding that, as a region, Asia is the largest net importer of… Watch now

Roskill discusses rare earths supply & demand trends

Why are rare earths increasingly important both to China and the rest of the world? How is supply and demand met and where are the bottlenecks? What about the importance of secondary supply and recycling? All these questions and more are put to Roskill’s David Merriman, who brings Proactive Investors… Watch now

Roskill talks vanadium price spikes

Jack Bedder, Roskill Director, discusses the recent vanadium price increases with Proactive Investors and factors behind them. Higher demand for steel, changing rebar regulations in China, and prior shutdowns on the supply side, have all contributed to huge price increases in the last 18 months. Bedder gives his take on… Watch now

Lithium market analysis with Roskill

Oliver Heathman, Mining Research Manager at Roskill, explains to Proactive Investors how demand for lithium is set to increase substantially over the next decade, with “on paper” concerns regarding oversupply not taking into account the capital and time needed for new projects to ramp up. More here too on how… Watch now

Roskill on the automotive race towards electrification

Roskill analyst Jose Lazuen discusses with Proactive Investors the outlook for the automotive and electric car markets, including the rise of autonomous vehicles. He discusses whether electric vehicles will be adopted uniformly around the world and if early movers like Tesla have an advantage over other companies in the space… Watch now

China controls copper markets with change in scrap regulations

Roskill’s associate Copper analyst Jonathan Barnes talks Proactive London through the US/China ‘tit-for-tat’ trade tariffs and the chances of a partial resolution, which fundamentals in the copper market indicate could be on the cards. New regulations in China (in terms of the quality of imported metals the Chinese government will… Watch now

Fluorspar prices hit seven-year highs

Roskill fluorspar manager Kerry Satterthwaite speaks to Proactive Investors about the market fundamentals for fluorspar. Chinese supply disruptions in 2018 have turned the world supply/demand balance for acidspar upside down.