We have often likened the REE space to a horse race. Usually the metaphor was regarding the companies in the field and attempting to predict which shall make it to the finish line and which shall end up getting sent, metaphorically-speaking, to the glue factory. However, in another respect the Lanthanide Stakes has ended up … Continue reading Dysprosium – The Dark Horse in the REE Stakes
The Phoney War Gets Real? In the latter months of 1939 into early 1940 the British referred to the quiescence in the period after the declaration of war against the Axis Powers as the Phoney War. As it turned out it was not exactly so “phoney” but managed to lull some of the combatants into … Continue reading China’s Undeclared War on the West
Battery technologies have been proliferating in recent years like mushrooms after the rain.. Despite this there are batteries and batteries. Many of the newly invented storage devices have specific usages and one new application is not necessarily a replacement for an existing type of battery. Unfortunately most parents still have reason to curse the ubiquitous … Continue reading Molten Antimony Batteries – An Impending Deluge?
The Great & the Good of the London commodities trading community came together in the last week of February to mull upon the prospects of specialty metals, in particular the battery metals. Braving the snow (nothing by New York or Toronto standards) they attempted to fathom fact from fiction as it pertained to metals where … Continue reading Argus Metals Week – Cobalt Meets Its Waterloo?
Earlier this decade we had a flirtation with coverage of the Fluorspar space. We covered Canada Fluorspar and then were working on a sector review when CFI was taken over (as was the London-listed Fluormin) and the listed space shrank to enough players that everyone could fit in a phone box. Our encounter at the … Continue reading Fluorspar – Gone but Not Forgotten
Renowned as the toughest metal (well, at least for toughening up the toughest tools and drill bits), Tungsten has long been looking like a floppy loser. Recent weeks have seen Vanadium take off with the inevitable result that all those watching lithium from one side of the ship have raced to the other side to … Continue reading Tungsten – When the Tough Get Going
We formulated our revised estimates for year-end prices for 2018-20 in early December and had cause to compare how our previous estimates for 2017 had performed. These were surprisingly close to the mark with a few exceptions such as Platinum and Uranium, the big two disappointments of the year. However the last three weeks of … Continue reading Metals Prices – Polishing the Crystal Ball
A spin-off from the surge in green energy solutions in recent years (particularly wind and solar) is that the world is now awash in electricity that is not generated when it is wanted or needed but rather when the sun shines and the wind blows. This is not exactly the best way to run a … Continue reading Vanadium – Help Yourself…
Latin America is not the only place with lithium rich brines and salt-pans but it was the focus of the first wave of de novo attention on the lithium space in 2009. In the first flush of lithium enthusiasm the mid-Andean region became a hot spot for its ample resource of lithium/potassium brine lakes, called … Continue reading Lithium International – the Chinese bet on salares
They say that what one sees of a typical iceberg is only 10% of the total mass. One might liken what one sees of Neometals (the lithium producer) to this situation. The largely unseen part of Neometals is its Barrambie project. When we first came to know this asset it was competing with Mt Marion … Continue reading The “Other” Neometals