Rio and BHP's EV revolution challenge

Rio and BHP's EV revolution challenge

Barry FitzGerald wonders if iron ore will be the most attractive sector in 10-20 years

Barry Fitzgerald

12 JUN 2019
Nickel sulphate demand tipped to jump more than fourfold in the next decade

Nickel sulphate demand tipped to jump more than fourfold in the next decade

Chinese incentives and regulations steering towards nickel-bearing NCM and NCA cathodes

Research

11 JUN 2019
High graphite prices spur new developments outside China

High graphite prices spur new developments outside China

Roskill looks at China's ongoing dominance and the impact of pollution concerns

Research

10 JUN 2019
Rare earths: Australia's opportunity

Rare earths: Australia's opportunity

The Americans need us. The Chinese may also. The Outcrop by Robin Bromby

Outcrop

06 JUN 2019
VHM buoyed by rare earths interest

VHM buoyed by rare earths interest

Lynas isn't the only company seeing increased interest

Capital markets

23 MAY 2019
BHP boosts long-term EV outlook

BHP boosts long-term EV outlook

Company says the space is crowded with forecasters

Research

21 MAY 2019
Bank tells a tale of two nickels

Bank tells a tale of two nickels

Nickel fundamentals remain strong with a complete decoupling of ferrous and battery metals possible

Research

09 MAY 2019
Rio circling Kidman

Rio circling Kidman

Wesfarmers won't necessarily have free rein in bid for Kidman, writes Barry FitzGerald

Barry Fitzgerald

08 MAY 2019
Rival Kidman bid could still emerge: analysts

Rival Kidman bid could still emerge: analysts

Investment banks say Wesfarmers offer price undervalues Kidman

M&A

07 MAY 2019
Dryblower wonders if Nickel West is the next target of battery-hungry Wesfarmers

Dryblower wonders if Nickel West is the next target of battery-hungry Wesfarmers

Could Rob Scott be knocking on the gates of Nickel West in Kwinana?

Dryblower

06 MAY 2019
Fake news rife in critical minerals

Fake news rife in critical minerals

Strictly Boardroom suggests that issues in critical minerals are misunderstood

Strictly Boardroom

06 MAY 2019
Battery metals: taking stock

Battery metals: taking stock

Have we been here before — bubble-wise? The Outcrop by Robin Bromby.

Outcrop

26 APR 2019
Nickel use in EV batteries soars

Nickel use in EV batteries soars

Use in electric vehicle batteries doubles year-on-year

Research

24 APR 2019
Global capital market firms getting interested in ASX-listed Nickel Mines

Global capital market firms getting interested in ASX-listed Nickel Mines

Emerging company is one of the few pure plays on the planet

M&A

17 APR 2019
China's EV subsidy cuts hurt lithium outlook

China's EV subsidy cuts hurt lithium outlook

Analysts point to negative impact

Research

01 APR 2019
Dryblower and the missing players in the new-energy game

Dryblower and the missing players in the new-energy game

BHP and Rio are always late to the party, according to Dryblower

Dryblower

01 APR 2019

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