Sobering Thoughts on Battery Metals

I want to introduce a new biweekly column in which I am going to review and criticize particular recent and general contemporary analysis of the supply and demand of those natural resources that are accessible practically and economically for mankind’s use now and in the near term. My view of the necessity for particular natural … Continue reading Sobering Thoughts on Battery Metals

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

The Trump Doctrine and American Self-sufficiency in critical materials

The president recognizes the United States is engaged in economic war—and his policies reflect the will to fight back The mainstream media’s bias against President Donald Trump has caused it to miss the most dynamic change in American foreign policy in a century, implemented by the president this year. The president’s earlier withdrawal from the … Continue reading The Trump Doctrine and American Self-sufficiency in critical materials

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