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
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