A straw in the lithium wind

A straw in the lithium wind

And one analyst's unnerving predictions for the world. The Outcrop by Robin Bromby

Outcrop

09 APR 2020
Nickel could take big hit from coronavirus

Nickel could take big hit from coronavirus

ESG investment theme to possibly intensify going forward

Covid-19

02 APR 2020
From aluminium to lithium - the next big thing

From aluminium to lithium - the next big thing

Strictly Boardroom views lithium as the 'real deal' in terms of future transformational growth

Strictly Boardroom

10 FEB 2020
EV markets to return to growth in 2020: WoodMac

EV markets to return to growth in 2020: WoodMac

Battery market players poised for a better year in 2020

Research

28 JAN 2020
Dryblower on nickel's boom postponed

Dryblower on nickel's boom postponed

If nickel is down 25% over the past four months, why are the shares of most ASX nickel players up?

Dryblower

20 JAN 2020
Nickel prices to remain soft: Morgan Stanley

Nickel prices to remain soft: Morgan Stanley

Analysts see 2020 as a 'transition year' for nickel

Research

15 JAN 2020
Lithium leader warns of more pain

Lithium leader warns of more pain

US major flags further 10-15% fall in prices in 2020

Lithium battery market to treble by 2030

Lithium battery market to treble by 2030

EVs to reach price parity with ICEs in most markets by 2024

Research

03 JAN 2020
Lithium flounders but outlook stronger for other battery materials

Lithium flounders but outlook stronger for other battery materials

Lithium outlook bleak but other battery materials should find support in 2020

Research

30 DEC 2019
Nickel's rollercoaster year

Nickel's rollercoaster year

Plenty of action in the nickel market in 2019

Base metals

24 DEC 2019
Nickel and platinum to shine in 2020

Nickel and platinum to shine in 2020

Nickel and PGMs set to be winners, while coal and iron likely to suffer

Research

06 DEC 2019
Chinese leaning towards high nickel-content batteries

Chinese leaning towards high nickel-content batteries

EV automakers outside of China slow to catch on, but that might change soon

Research

18 NOV 2019
Dryblower smells lithium in mothballs

Dryblower smells lithium in mothballs

What will Wesfarmers and SQM do next?

Dryblower

11 NOV 2019
Buy, Sell, Hold: IGO, Panoramic and Mincor

Buy, Sell, Hold: IGO, Panoramic and Mincor

An all-nickel Buy, Sell, Hold, a look at both sides of the IGO/Panoramic bid and Mincor's resource

Capital markets

08 NOV 2019
BMI critical of new lithium price benchmark

BMI critical of new lithium price benchmark

The LME's drive to establish a single lithium price at odds with market mechanics

Research

06 NOV 2019
Rio's lithium muddle and why ioneer could benefit

Rio's lithium muddle and why ioneer could benefit

Rio's intermittent messaging around lithium has become increasingly confused, writes Barry Fitz

Barry Fitzgerald

30 OCT 2019

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