'Astronomical' demand growth on the cards for rare earths

Be prepared for 'unfathomable' rare earth demand growth beyond 2030

Research

30 SEP 2020
Dryblower on battery metals after Tesla Battery Day

Dryblower on battery metals after Tesla Battery Day

Is Elon Musk a friend or enemy to miners?

Dryblower

28 SEP 2020
Investors start backing S2 to discover Nova Mark II

Investors start backing S2 to discover Nova Mark II

Drilling of target in the Fraser Range expected next quarter

Discovery

25 SEP 2020
Goodbye cobalt, hello manganese

Goodbye cobalt, hello manganese

But Tesla is banking on another key battery-grade material the Chinese control. The Outcrop by Robin

Outcrop

24 SEP 2020
The rare earths race is well and truly on

The rare earths race is well and truly on

Geopolitical and supply chain risks need to be addressed. The Outcrop by Robin Bromby

Outcrop

17 SEP 2020
IGO

IGO's misfiring M&A Gatling gun

IGO has the market in a bit of a spin over its growth ambitions, writes Barry FitzGerald

Barry Fitzgerald

09 SEP 2020
NSW: the latest chapter in Australia

NSW: the latest chapter in Australia's uranium fiasco

Once again politics trumps resources potential. The Outcrop by Robin Bromby

Outcrop

27 AUG 2020
Lithium-ion cell capacity to quadruple by 2030

Lithium-ion cell capacity to quadruple by 2030

WoodMac less bullish on capacity build out than Benchmark Mineral Intelligence

Research

12 AUG 2020
Jervois starts to sing on cobalt

Jervois starts to sing on cobalt's dissipating blues

Feasibility imminent as commodity price shows signs of life

Research

10 AUG 2020
Rio Tinto

Rio Tinto's Jadar lithium dance

Rio commits funds to Jadar, but is its heart really in it?

Barry Fitzgerald

05 AUG 2020
EV sales fall puts pressure on battery metals

EV sales fall puts pressure on battery metals

Analyst sees upside for lithium and cobalt in coming years

Research

04 AUG 2020
Goyder lifts stake in Liontown

Goyder lifts stake in Liontown

Another $315,000 worth of shares purchased on-market

Capital markets

25 JUN 2020
Diverging outlook for battery metals

Diverging outlook for battery metals

S&P Global foresees further declines for lithium price

Research

24 JUN 2020
Is China looking for greater minerals self-sufficiency?

Is China looking for greater minerals self-sufficiency?

Beijing looks to be cranking up domestic production. The Outcrop by Robin Bromby

Outcrop

11 JUN 2020
Battery sector offers significant economic opportunities, FBICRC confirms

Battery sector offers significant economic opportunities, FBICRC confirms

Report reiterates Australia's need to develop mid-stream and downstream capacity

Research

18 MAY 2020

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