Post-covid green growth: Strategic opportunity for commodity traders
There have been substantial gains in the commodity sector, which started with Covid-19 lockdowns in China and moved swiftly to the rest of the world. The gains in battery elements and precious metals in particular have benefitted key commodity traders including Glencore, Pelagic Resources and Traxys.
Pelagic rides high on battery metals supercycle
The green revolution is here, and battery metals are on the podium While the last mining boom had front-runner bulk commodities like iron ore and coking coal, the new age battery and green energy metals are set to enter medal position this time around. As the energy revolution continues to unfold, battery and green energy […]
Top three business risks facing mining and metals
The mining and metals (M&M) sector is returning to growth, but companies face a transformed competitive and operating landscape. The need to improve shareholder returns will drive bold strategies to accelerate productivity, improve margins and better allocate capital to achieve long-term growth. Mining is a notoriously conservative industry where change comes slowly. For a company […]
The new gold rush: How far can gold go?
While it’s tempting to think that gold represents an objective, unswayable measure of wealth, particularly given the precious metal’s role as an investment throughout the course of history, it is not. Gold’s value rises and falls just like any other investment. While gold will almost certainly never gain nor lose relative value as quickly as […]
Manganese: No longer just for steel
It will remain a niche market compared to steel applications, but manganese is a premium market where battery-grade manganese products enjoy a much healthier margin than that of the traditional steel applications. Up till now, lithium and cobalt have been riding the wave of Tesla and the broader electric revolution. But with more carmakers committing […]
Copper for a carbon neutral future
Copper futures broke above USD7,000 per tonne on Wednesday, October 21 and continued its upward momentum – its highest level since June 15, 2018. This was supported mostly by stronger demand from China and worries about supply disruptions in Chile. After months of underperforming, the Chinese economy is gathering momentum with industrial production increasing by […]
Is silver a better investment than gold?
The general consensus among market watchers, researchers and precious metals experts is that the long-term forecast for silver is positive. Although no asset is without downside risk, the case for silver is supported by heavy industrial use as well as its strategic importance as a currency hedge during times of uncertainty. However, the strength of […]
Nickel: The future lies in batteries
With all major battery manufacturers looking to the future through the lens of EVs, it’s abundantly clear that the future of high energy batteries will converge on layered oxides increasingly rich in nickel. Nickel poised for a rebound There is growing confidence that nickel is heading back into boom conditions. A mid-year report by Forbes […]
Key takeaways from Tesla’s Battery Day
There were some big announcements at Tesla’s Battery Day event: the company’s move towards eliminating cobalt in its batteries, a new Plaid powertrain for the Model S that could get to speeds of 200mph, and a new cathode plant to streamline its battery production. And, with the new battery technology, CEO Elon Musk has said […]
Intelligent marketing: Delivering an effective digital marketing strategy (Part 2)
Mining companies that commit to delivering superior digital marketing communications and investor relations (IR) content for their constituent stakeholders, keep them coming back. This is Part 2 of a 2-part series. There is no doubt that digital technologies can dramatically improve performance across all business functions – and to take full advantage of the promise […]