Dysprosium – The Dark Horse in the REE Stakes

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

Molten Antimony Batteries – An Impending Deluge?

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?

Argus Metals Week – Cobalt Meets Its Waterloo?

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?

Metals Prices – Polishing the Crystal Ball

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

Lithium International – the Chinese bet on salares

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