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.
Governments from Mongolia to Mali seek to reopen mining deals
Any move to renegotiate agreements will trigger pushback by miners…
Nickel was king in EV battery capacity deployment in 2020
Adamas Intelligence says that over 60% of all passenger EV…
Challenge to water permit for Minnesota copper-nickel mine dismissed
PolyMet's NorthMet project would become Minnesota’s first copper-nickel mine.
Glasenberg signs off with Glencore dividend, trading bonanza
Firm resumed dividend and flagged possible further payouts on the…
