News

Nickel: Vale cuts FY Nickel production forecast

Roskill view: Vale’s nickel production declined in the second quarter of the year, by 7.7% compared to the previous quarter and by 16.1% from the second quarter of 2016. Vale attributed the decline in production to 65,900t mainly to its Sudbury operations, where the company is rebuilding — and expanding… Read more

Cobalt: Tenke Fungurume restarts after fire

Roskill view: The Tenke Fungurume mine in the Democratic Republic of Congo (DRC) resumed production after operations were suspended following a fire on July 15th. The fire was caused by an electrical short in a transformer that supplies the SAG mill at the Kwatebala plant. The stoppage is not expected… Read more

Salt: Tellus Holdings continues development of its Chandler facility

Roskill View: Australian infrastructure developer Tellus Holdings this week announced that it has lodged its “Environmental Impact Statement (EIS) Supplement Report” and is working towards lodging all other approvals, licences and permits required to commence construction and operations at the Chandler facility in the Northern Territory. In 2016, Tellus began… Read more

Chrome: ERG to build a slag processing facility in Kazakhstan

Roskill view: Eurasian Resources Group (ERG) is advancing its plans to build a slag processing facility at its Aksu ferro-alloys plant in Kazakhstan. At Asku, 20km south of Pavlodar City on River Irtysh, ERG produces up to 1Mtpy chrome, silica and manganese alloys, through its subsidiary JSC TNC Kazchrome. Capacity… Read more

Lithium: Galaxy 2017 H1 output hits 7,000t LCE

Roskill view: Galaxy reported Q2 spodumene concentrate output at 32,998t (~4,700t LCE assuming 5.75% Li2O content), increasing 41% on Q1 2017. Sales rose by 28% Q-on-Q to 30,135t (~4,300t LCE). The average price per dry metric tonne sold in Q2 was US$724/t before royalties and marketing fees, equivalent to US$5,400/t… Read more

Carbon & chemicals: H1 2017 trade in review for fluorspar

Trade of fluorspar, HF and AlF3 by country is discussed in detail in Roskill’s new fluorspar report 2017, where Roskill has used inferred trade from partner countries to compensate for misreporting in official statistics. In some instances, Roskill has estimated country-level fluorspar trade based on output or shipments of downstream… Read more

Carbon & chemicals: H1 2017 trade in review for salt

Salt is produced in more than 100 countries and on all continents. The high bulk/low value properties of salt mean it tends to be consumed close to the point of production. However, international trade in salt has increased in recent years, assisted by historically low dry bulk shipping costs. In… Read more

Carbon & chemicals: H12017 trade in review for graphite

Natural & synthetic graphite The graphite industry is poised for significant growth to 2026, with robust demand growth forecasts from lithium-ion battery anodes and increasing competition between natural and synthetic graphite in this application. Trade in synthetic graphite was dominated by electrodes and artificial graphite. Artificial graphite has seen the… Read more

Nickel: More long-term potential from batteries

Roskill view: Earlier this month, France announced that it would ban sales of all petrol and diesel cars by 2040, as Macron’s government continues to shore up its green credentials. Compared with Germany’s target of 2030, however, the date set by France is unlikely to significantly contribute to electrification. Last… Read more