China ‘tweaks’ nickel taxes to favour EVs, Wood Mackenzie says
In December, China made adjustments to import taxes on some nickel products that favour the production of electric vehicles (EVs). On Jan. 1, the import tax on nickel sulphate —…
Commodities Markets
BMO raises moly price forecast
BMO Capital Markets analyst Colin Hamilton is raising his molybdenum price forecast to US$10.75 per lb. for 2018. “Having been stuck in a range of US$7 to US$9 per lb….
Vanadium a ‘metal to watch’ in 2018, Hallgarten’s Ecclestone says
Prices for vanadium — a minor metal traditionally used to strengthen steel, and more recently a key component in new battery technology that could store electricity from solar and wind…
Lithium demand to triple by 2025, CRU expects
Regulations in China that plug-in hybrid electric vehicles and fully electric vehicles must make up 8% of all new vehicle production in the Asian juggernaut in 2018, rising to 10%…
Roskill’s Jack Bedder peers into cobalt crystal ball
Cobalt has more than doubled in price from US$14.75 per lb. in late December 2016 to over US$30 per lb., making it one of the top performing metals this year….
Scotiabank’s Rory Johnston assesses base metal outlook
Rory Johnston is a commodity economist covering energy, metals and agriculture markets in Scotiabank’s economics department. He is the author of the “Scotiabank Commodity Price Index,” a monthly report that…
Copper, nickel outlooks dominate LME Week
VANCOUVER — The annual gathering of London Metal Exchange (LME) Week provides a bellwether for the major trends in base metals and industrial mineral markets over the coming year. Metal…
Jeffrey Christian on bitcoin and ‘runaway’ gold price
Jeffrey Christian is the managing partner of CPM Group, a commodities research and management, consulting and financial advisory firm in New York. He founded the company in 1986, spinning off…
Editorial: Oil climbs to two-year highs, gold hangs tough
Oil is one the largest unit costs for many miners, especially for those involved with open-pit operations and remote mines dependent on diesel power generation. And so with oil prices…
Black Iron restarts in Ukraine three years after Russian invasion
In the three years leading up to Russia’s invasion of the Ukraine in 2014, Black Iron (TSX: BKI) was making headway at its flagship Shymanivske iron ore project, 330 km…
The Northern Miner podcast – episode 77: What’s up with the Witwatersrand?
This week we’ve got a geological bonanza, as Lesley chats with Hartwig Frimmel about the genesis of the Witwatersrand (Wits) gold deposit in South Africa. The geological anomaly has received…
CPM’s Jeffrey Christian on platinum-palladium price reversal
Jeffrey Christian is the managing partner of CPM Group, a commodities research and management, consulting and financial advisory firm in New York. He founded the company in 1986, spinning off…