The great erbium quandary of 2021-2024

The great erbium quandary of 2021-2024

This REE is the "secret sauce" of 5G networks — and could become a geopolitical hot potato

Outcrop

03 OCT 2019
Lithium shakedown poser for Rio Tinto

Lithium shakedown poser for Rio Tinto

Jadar timing a conundrum for mega-miner, writes Barry Fitzgerald

Barry Fitzgerald

18 SEP 2019
Grappling with graphite

Grappling with graphite

Watch Madagascar. The Outcrop by Robin Bromby

Outcrop

12 SEP 2019
Nickel back in town

Nickel back in town

There was a time when it looked like the Aussie nickel industry would wither away, writes Barry Fitz

Barry Fitzgerald

11 SEP 2019
Analysts see more pain ahead for lithium producers

Analysts see more pain ahead for lithium producers

US investment firm sees lithium prices plunging as low as $5000/t

Research

11 SEP 2019
Impacts of Indonesian nickel ban to be felt from 2021

Impacts of Indonesian nickel ban to be felt from 2021

WoodMac flags significant nickel pig iron supply loss in 2021 on the back of earlier ore export ban

Base metals

06 SEP 2019
Dryblower and the lithium crash on the EV highway

Dryblower and the lithium crash on the EV highway

Dryblower asks if you would you buy a full-electric car

Dryblower

02 SEP 2019
Lithium 5.0 - An era of managed production?

Lithium 5.0 - An era of managed production?

The dynamics of lithium are fast-moving - but relative calmness may lie ahead before the next 'race'

Strictly Boardroom

02 SEP 2019
A tale of two minerals

A tale of two minerals

It could be the best of times for one, the worst of times for the other. The Outcrop by Robin Bromby

Outcrop

22 AUG 2019
More volatility on the cards in battery minerals

More volatility on the cards in battery minerals

Roskill weighs in on nickel, flake graphite and rare earths market moves

Research

14 AUG 2019
Lithium - Keep calm and carry on

Lithium - Keep calm and carry on

A word of congratulations to WA's new lithium miners - and a back story for lithium aficionados

Strictly Boardroom

29 JUL 2019
Dryblower on lithium's season of regret

Dryblower on lithium's season of regret

In a boom, everyone pays too much for everything, says Dryblower

Dryblower

22 JUL 2019
Rare Earths — round two

Rare Earths — round two

The sector is on the brink of another take off. The Outcrop by Robin Bromby

Outcrop

11 JUL 2019
Lithium oversupply interrupts producer push

Lithium oversupply interrupts producer push

"The chemical-grade concentrate market is in oversupply in 2019."

Research

10 JUL 2019
India wakes up to tech metal race

India wakes up to tech metal race

And another crinkle in the global rare earths story is unfolding. The Outcrop by Robin Bromby

Outcrop

04 JUL 2019
Slipper slipped into 'the Slif's' solar plexus

Slipper slipped into 'the Slif's' solar plexus

Analyst unlikely to have been helped by recent forthright comments regarding peers

Forum

02 JUL 2019

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