Titanium: Industry majors gather in Alabama for annual conference

Speakers at the International Titanium Association’s Titanium USA 2019 conference in Mobile, Alabama, held 22–25 September, included Jeffrey Carpenter, Supply Chain Strategy Director of Commodities at Boeing. Carpenter underlined the continued strength of the fundamental drivers of growth in the commercial aerospace market, which is expected to see 20,600 new… Read more

Vanadium: Titanium alloy markets cautioned over future volatility

Supply and price volatility in the vanadium market has tightened availability to the master alloys market, in turn affecting costs for producers of titanium alloy melted products, delegates heard at the International Titanium Association’s USA conference in Mobile, Alabama, held 22–25th September. Supply of high purity vanadium pentoxide, which is… Read more

Batteries: Umicore to supply 125kt of high-nickel cathode materials to LG Chem

LG Chem has signed a multi-year supply agreement with cathode producer Umicore to buy 125kt of high-performance NCM cathode materials to meet growing EV demand. The agreement will also include a technology licensing arrangement covering IP rights and the recycling of its production scrap. In addition, the companies are currently… Read more

Vanadium: AMG signs agreement with Glencore

Last week, AMG Advanced Metallurgical Group announced that it has signed a long-term agreement to supply 100% of its available ferrovanadium production from both the existing and future Ohio facilities to Glencore. Roskill View AMG Vanadium is a secondary producer of vanadium and specialises in the conversion of oil refinery… Read more

Lithium: Mine supply cut as demand growth falls short of expectation

The sustained fall in prices has started to show its impact on the lithium supply chain, with a raft of production cutbacks and delays to expansions being announced in recent months. These have been most significant in Australia, which has seen a sharp growth in mined lithium output since 2016.… Read more

Tungsten: China Molybdenum wins auction for Fanya APT stocks

On 17 September the formal auction for Fanya’s ammonium paratungstate (APT) inventory was concluded for a price of RMB 3,268M (US$460M). The auction saw a bidding war between China Molybdenum and Minmetals, with the two companies putting in 135 bids over the course of the auction for the 28kt APT… Read more

Copper: Peruvian mine production edges higher in H1 2019

The most recent data from the Peruvian Ministry of Mines confirms that copper mine production has continued to improve during the first half of 2019. Total output of ore and concentrate, measured in copper content terms, rose 1.6% to 1,192kt from 1,174kt in the first half of 2018. Production in… Read more

Nickel: Vale to re-start Onça Puma

Vale has announced plans to re-start mining and refining activities at the Onça Puma ferronickel complex in Brazil. Mining activity was suspended in September 2017 following an injunction and refining activity was suspended in June 2019, also following a judicial decision. The re-start was made possible following the suspension of… Read more

Graphite: Syrah shocks market with sudden slash in production

As the graphite industry gathered in Berlin last Tuesday (10th September) for Fastmarkets’ 2019 Graphite Conference, news broke of Syrah Resources’ plans to significantly lower production. The company plans to reduce its output of flake graphite concentrate from more than 15ktpm (per month), to around 5ktpm. Syrah Resources has been… Read more

Bauxite and alumina: Prices increase again for brown and white fused alumina

Prices for brown and white fused alumina increased through the first half of September 2019 amid concerns over Chinese supply with the continuing threat of environmental inspections and plant closures. Prices for calcined alumina, meanwhile, have fallen further in recent weeks with increasing supply but little increase in demand. Concerns… Read more

Antimony: Refinery cutbacks in Lengshuijiang

Antimony prices have been on a downward trend since the beginning of the year, declining 25% year-to-date by end-August. In the Hunan Lengshuijiang area, the latest local news suggests that almost all smelters (7 or 8 known to Roskill) have halted production, mainly related to the lack of available feedstock.… Read more