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
Lithium-ion technology investment at record levels

Lithium-ion technology investment at record levels

Supply chain constraints push battery-making capacity buildouts into the future

Research

30 OCT 2019
Dryblower on Rio's lithium smokescreen which covers the no-growth problem

Dryblower on Rio's lithium smokescreen which covers the no-growth problem

Is Rio's lithium announcement just a cover for a lack of growth options?

Dryblower

28 OCT 2019
More abstract thinking about lithium-ion battery substitution

More abstract thinking about lithium-ion battery substitution

Strictly Boardroom does some more abstract thinking on lithium battery substitution risks

Strictly Boardroom

28 OCT 2019
The world needs Rio's lithium: BMI

The world needs Rio's lithium: BMI

'Bigger fish' still needed in sector to meet demand

Research

23 OCT 2019
Abstract thinking about lithium-ion battery substitution

Abstract thinking about lithium-ion battery substitution

Strictly Boardroom does some abstract thinking on lithium battery substitution risks.

Strictly Boardroom

21 OCT 2019
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

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