Battery Metals Top Stories

SQM expands into lithium glut in bet that buyers will return

SQM, which is closely watched because it’s more exposed to spot prices than peers, sees stable prices in the short term and as is more positive after that.

Bloomberg News | February 29, 2024 | 5:02 pm

Syrah Resources inks offtake deal with Posco Future M

Syrah will supply 2 kilotonnes of natural graphite per month…

Reuters | February 29, 2024 | 2:27 pm

Indonesia says its nickel supply will keep global prices low

Nickel prices plunged by around 45% last year, and dipped…

Bloomberg News | February 29, 2024 | 7:10 am

Chinese outbound investment in EVs likely set new record in 2023

Chinese firms put $28.2 billion into EV-related industries last year.

Reuters | February 29, 2024 | 6:47 am

India launches second part of critical minerals auction worth $362 billion

A total of 18 critical mineral blocks, including tungsten, vanadium,…

Reuters | February 29, 2024 | 6:44 am

TechMet raises $200m to counter China’s critical minerals control

Fresh equity will be deployed across TechMet’s ten assets, which aim at reducing the west’s dependence on China for critical minerals.

Cecilia Jamasmie | August 15, 2023 | 2:58 am

Syrah pins hopes of mine restart on end of China supply glut

Syrah offers one of the few non-Chinese options for those seeking graphite material through its mine in Mozambique.

Bloomberg News | August 14, 2023 | 5:29 pm

Free marketeer leading Argentine election seen rocking commodities

Javier Milei, a libertarian outsider who’s taken a surprise lead in the race for Argentina’s presidency, would shake up the country’s powerhouse commodity industries like none of his rivals.

Bloomberg News | August 14, 2023 | 3:56 pm

Yellen warns of risks of over-concentration of clean energy supply chains

China holds at least 60% of the world’s manufacturing capacity for most mass-manufactured technologies.

Reuters | August 14, 2023 | 8:40 am

The four biggest hurdles in America’s EV transition

Since the Inflation Reduction Act was signed into law one year ago this week, there’s been $59 billion in new EV investments announced in the US.

Bloomberg News | August 14, 2023 | 8:17 am

Graphic: Surpluses, low prices to remain a feature of cobalt market

Surging supplies of cobalt from Indonesia and Africa are forecast to outpace demand from EVs.

Reuters | August 14, 2023 | 7:39 am

Vision Blue injects $40 million into Papua New Guinea lime project

Mick Davis' Vision Blue Resources would obtain a 49% stake in Mayur Resources' Central lime project.

Cecilia Jamasmie | August 14, 2023 | 3:51 am

Ford shuts down in Brazil, and China’s top EV maker comes to the rescue

The resurrection of the former Ford plant represents the grand industrial ambitions of President Luiz Inácio Lula da Silva.

Bloomberg News | August 9, 2023 | 1:12 pm

Syrah Resources inks deal with Samsung SDI to assess anode material supply

The graphite producer also said it was targeting readiness for a final investment decision on the expansion of the vertically integrated Vidalia facility's production capacity.

Reuters | August 8, 2023 | 4:49 pm

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