220-year chart shows “no evidence” green energy transition is underway 

It took 70 years for oil and gas to take 50% of the global primary energy market from coal. Today renewables can't even match incremental growth in demand.

Frik Els | April 6, 2022 | 2:13 pm

Carmakers will “need to become miners” – Benchmark 

Even if every lithium, cobalt, nickel and graphite green and brownfield project in the pipeline comes on stream “there will not be enough” raw material going into 2030.

Frik Els | April 1, 2022 | 12:09 pm

5 CHARTS: Mining supercycle – how soon is now?

Pent-up demand, supply shocks, low stocks pushed aluminum, copper and coal prices to all-time highs, but new report suggests supercycle talk is premature.

Frik Els | March 17, 2022 | 11:27 am

Gravity-defying lithium price rally continues with “little relief in sight”

Chinese lithium prices double again in 2022, Benchmark’s mid-March assessment shows with seasonal restart of domestic brine supply unlikely to counter growing deficits.

Frik Els | March 15, 2022 | 1:52 pm

GRAPH: Copper price has far to fall as Chinese growth tumbles

Copper prices near records can't stay aloft as growth in China slumps to just 2.5% in 2022, argues new report.

Frik Els | March 11, 2022 | 10:35 am

Goldman sees copper price “breakout”, risk of “extreme scarcity episode”

New report says 2021 deficit, “open-ended decline” of mining supply and record low stocks going lower still, raises risk of an “extreme scarcity episode.”

Frik Els | February 11, 2022 | 5:30 am

Copper price: Global stocks are down to three days’ consumption

October 2021’s copper squeeze sent the bellwether metal into record territory – now warehouses again only have enough metal to last a long weekend.

Frik Els | February 9, 2022 | 9:11 am

This chart says industrial metals prices have far to fall

Unless there’s been a major decoupling of copper, zinc, nickel, aluminum prices and Chinese manufacturing activity, declines of as much as 40% may be in the offing.

Frik Els | January 31, 2022 | 2:48 pm

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