The Global Supply of Critical Metals….. with Chinese Characteristics

We wouldn’t expect a charity to fund a mine, much less a comprehensive national mining program focused on creating national self-sufficiency in critical metals and minerals, one, as an example, that would make a modern industrial country self-sufficient, and in that way “secure,” in critical technology metals. The scale of the challenge is something that … Continue reading The Global Supply of Critical Metals….. with Chinese Characteristics

Rare Earths & Lithium – The Mammoth Disconnect

The most startling act of cognitive dissonance in the mining space in this day and age is amongst those investors and analysts that enthuse about Lithium/Cobalt/Graphite and yet cannot raise an eyebrow for Rare Earths. The thesis is rather simple. If you believe that the we are on the cusp (or indeed already in) a … Continue reading Rare Earths & Lithium – The Mammoth Disconnect

Cheap Lithium-ion Batteries for EVs vs. The Cobalt Cliff

Since early March I’ve written five articles that examine cobalt supply and demand issues and explain why I believe the lithium-ion battery industry is facing a raw materials shortage of epic proportion. Today I’ll drill down into market dynamics within the lithium-ion battery industry and explain why I think lithium-ion batteries for EVs will be … Continue reading Cheap Lithium-ion Batteries for EVs vs. The Cobalt Cliff

Cobalt – A Coffin Nail for Cheap Lithium-ion Batteries

In early March, I learned that only 6% of the world’s cobalt is produced as a primary product while 94% is a by-product of nickel and copper mining. I found the ratios alarming because: Cobalt is an essential raw material for all high-energy lithium-ion batteries; While conservative analysts believe the battery industry’s cobalt requirements will … Continue reading Cobalt – A Coffin Nail for Cheap Lithium-ion Batteries