Cobalt, nickel free electric car batteries are a runaway success

Few months in, LFP Model 3 already commands 5% of global EV market, counts for 21% of Tesla battery capacity hitting roads–even before key patent expiry next year.

Frik Els | March 11, 2021 | 2:30 pm

Copper price crashes through $4.00, down 7%

Massive selloff in industrial metals wipes billions off mining stocks – Freeport down 14%, Rio Tinto 11% for the week.

Frik Els | March 4, 2021 | 11:31 am

Copper, nickel price: 3 charts that bolster the bear case

The mad surge in the copper price took even ardent bulls by surprise, but doubts are beginning to creep in about the sustainability of the rally, at least in the short term.

Frik Els | March 1, 2021 | 12:51 pm

Indonesia details plans to limit development of nickel smelters - report

Nickel, cobalt price: 10 charts show China’s grip on battery supply chain to last decades

Beijing's response to Biden executive order on critical minerals: "Artificial efforts to shift these chains and to decouple is not realistic."

Frik Els | February 26, 2021 | 12:12 pm

GWh for GWh comparison shows Tesla isn’t a “battery company”

Why Tesla isn’t a “battery company”

Even when assigning zero value to automakers’ non-EV business, Tesla’s valuation based solely on battery capacity deployed are multiples of Volkswagen, GM, BYD, Hyundai, Nissan and others.

Frik Els | February 17, 2021 | 2:07 pm

Value of battery metals in new electric cars up 180% to $600m

EV metal index beats record by 54% as electric cars reach tipping point

MINING.COM EV Metal Index surges to over $500m of lithium, graphite, cobalt and nickel in newly-sold electric cars worldwide in one month as prices continue to climb and deployment smashes previous records.

Frik Els | February 10, 2021 | 1:35 pm

MINING.COM reaches one million monthly readers

Readers from all over the world flocked to MINING.COM for breaking news and opinions as the transformation of the industry gained pace.

Frik Els | February 4, 2021 | 1:56 pm

All the mines Tesla needs to build to get to 20 million cars a year

All the mines Tesla needs to build 20 million cars a year

Elon Musk has set a production target of 20 million vehicles annually before 2030. For starters: 23 Ambatovys at $8.5 billion a pop.

Frik Els | January 27, 2021 | 2:10 pm

CHART: US spending less on electric cars than three years ago

New report shows US spending on electrified transport peaked in 2018 with Tesla Model 3 launch. Europe’s spending in 2020 was 4 times larger, surpassing China.

Frik Els | January 22, 2021 | 9:57 am