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
Rare earths could rise further on trade tensions

Rare earths could rise further on trade tensions

China holds over 72% of the global rare earths market share

Research

01 JUL 2019
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
Nickel

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