Lithium: Orocobre operations hit by Puna snowfall

Roskill view: Orocobre reported disruption to lithium carbonate production at Olaroz, as logistics for soda ash deliveries were hit by heavy snowfall in the Argentinean Puna. The closure of the Paso de Jama, separating Chile and Argentina, for three weeks also impacted lithium carbonate deliveries as finished product flows the… Read more

Rare earths: Growth in Japanese demand for magnetic materials and cerium

Roskill view: Rare earths take centre stage as Japan echoes global trends in its shift away from polluting automotive technologies. In traditional vehicles, autocatalysts are working to reduce emissions, meanwhile, the emerging hybrid/fully electric vehicle market is growing rapidly. New data released by the Rare Earths Division of the Japan… Read more

Rare Earths: Mountain Pass sold to Chinese-led consortium

Roskill view: The Mountain Pass rare earths mine and processing facility previously operated by Molycorp was purchased by MP Mine Operations LLC for US$20.5M. MP Mine Operations LLC, a consortium comprised of Shenghe Resources, QTT Financial and JHL Capital, bested a rival bid made by a consortium of ERP Strategic… Read more

Lithium: Pilbara and Nemaska raise more development capital

Roskill view: Pilbara Minerals has announced the successful raising of US$100M through a senior secured bond issue, which will be used to fund the development and construction of its Pilgangoora project. The bond carries interest at 12%py, with interest-only payments for years 1-3, 50% of the balance payable over years… Read more

Bauxite: Guinea’s CBG plans to boost bauxite production

Roskill view: Guinean bauxite producer Compagnie des Bauxites de Guinée (CBG) expects to increase bauxite production to 22.5Mtpy in the coming years. CBG is already the biggest bauxite-producing company in Guinea, with a production capacity of 16Mtpy from its Sangarédi Mine. This makes it one of the top five largest… Read more

Rare earths: North Korea trade restrictions

Roskill view: New restrictions on commodity exports from North Korea could limit exploration and development of rare earth resources in the country. The global search continues for low cost sources of rare earths to fill the forecast gap in neodymium supply. North Korea has emerged as a large potential rare… Read more

Battery raw materials: China to halt issuing new NEV permits

Roskill view: China’s National Development and Reform Commission (NDRC) has issued 15 production licenses for new energy vehicles (NEVs) to automotive manufacturers since March 2016 as it looks to boost annual sales of plug-in hybrids and fully electric cars (EVs) by 10-fold in the next decade. Volkswagen’s joint venture with… Read more