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                                              Light in South Africa's miasma

                                              Light in South Africa's miasma

                                              New energy demand could be a boon for key metal sectors

                                              PGMs

                                              14 JUL 2020
                                              Blue sky missing from Tianqi sale picture

                                              Blue sky missing from Tianqi sale picture

                                              Long-term lithium bulls absent sale process so far

                                              Research

                                              25 MAY 2020
                                              Seafloor mining opponents square off

                                              Seafloor mining opponents square off

                                              Industry and environmentalist white papers consider opposing views on green metal production

                                              Feasibility

                                              20 MAY 2020
                                              Clean energy revolution a boon for miners

                                              Clean energy revolution a boon for miners

                                              Mineral demand expected to surge, but production must decarbonise

                                              Base metals

                                              12 MAY 2020
                                              EVs to blossom in post-COVID landscape: Gerard Reid

                                              EVs to blossom in post-COVID landscape: Gerard Reid

                                              Gerard Reid predicts a strong rebound for EVs once the dust settles

                                              Research

                                              07 MAY 2020
                                              Blessed are the (Australian) miners

                                              Blessed are the (Australian) miners

                                              If you have to be in the mining game, Australia is the place you would want to be, says Barry Fitz

                                              Bulks

                                              27 MAR 2020
                                              The changing fortunes of battery metal producers

                                              The changing fortunes of battery metal producers

                                              The return to form of LFP batteries reminds investors the EV story remains a work in progress

                                              Miner's right

                                              23 FEB 2020
                                              Back to the future: EVs not going away

                                              Back to the future: EVs not going away

                                              Canadian boutique advisory firm says diesel cars yesterday's news

                                              Research

                                              20 DEC 2019
                                              2040 petrol and diesel vehicle ban 'unrealistic', warn experts

                                              2040 petrol and diesel vehicle ban 'unrealistic', warn experts

                                              A critical shortage of nickel for batteries could cripple the EV revolution.

                                              Research

                                              06 NOV 2019
                                              Electric vehicles push nickel into the limelight

                                              Electric vehicles push nickel into the limelight

                                              Macquarie's Jim Lennon says the future for nickel is bright if producers can handle a demand boom

                                              Research

                                              01 NOV 2019
                                              Rio Tinto's lithium muddle and why ioneer is in line to benefit

                                              Rio Tinto's lithium muddle and why ioneer is in line to benefit

                                              Rio's intermittent messaging around lithium has become increasingly confused

                                              Research

                                              01 NOV 2019
                                              Nickel's stock rises

                                              Nickel's stock rises

                                              Turning nickel into EV batteries is clearly animating markets - but the road ahead may be bumpy.

                                              Research

                                              17 OCT 2019
                                              Gold, nickel up - but iron ore, coal set to struggle

                                              Gold, nickel up - but iron ore, coal set to struggle

                                              Gold and nickel look set to be winners, while coal, iron ore and zinc may struggle, the bank said.

                                              Research

                                              08 OCT 2019
                                              Australian nickel back in town

                                              Australian nickel back in town

                                              Withering metal, and producers, now thriving

                                              Base metals

                                              13 SEP 2019
                                              Potential panic buying in nickel market

                                              Potential panic buying in nickel market

                                              Second stream of demand is likely force end users to compete for dwindling stocks

                                              Miner's right

                                              05 AUG 2019
                                              Vanadium bottoms, a glimpse of blue-sky ahead

                                              Vanadium bottoms, a glimpse of blue-sky ahead

                                              No boom, no bust - juniors just looking for the right equilibrium

                                              Research

                                              24 JUL 2019

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