Commodities prices may stay high for decades as mining companies struggle to keep up with demand from the energy transition, according to BlackRock Inc.’s Evy Hambro.

The recent electric vehicle (EV) stock prices surge is telling a story. The story is one of change. The change is that electric vehicles are coming much sooner than many think. While EV manufacturer...

Unpacking the poorly understood world of commodity inventories.

Vietnam is taking a bold step forward by building an automotive industry from scratch - a monumental challenge in a country that traditionally moves on two w...

Tesla Inc.’s market value has surpassed Exxon Mobil Corp.’s in a sign that investors are increasingly betting on a global energy transition away from fossil fuels.

Even if every lithium, cobalt, nickel and graphite green and brownfield project in the pipeline comes on stream “there will not be enough” raw material going into 2030.

Nickel is arguably the single most important metal component in EV batteries.

As the EV industry ramps up, it could be hindered by a global shortage of nickel, a key component in most lithium-ion batteries. Tesla recently signed a deal...

Vietnam's VinFast expects to sell as many as 50,000 electric vehicles (EVs) this year, an almost seven-fold increase over 2022 as it ramps up exports to North America and starts shipping to Europe,...

*Recording date: 23rd May 2024Nickel – lots of excitement over the past week since we saw each other in London last week to end up back at the same spot. Tr...

This article was first published by Pacific Forum and is republished with kind permission. Read the original here. During the 43rd ASEAN Summit in Jakarta

Fund managers and strategists think the price of nickel has bottomed with Macquarie’s veteran metals expert making a major change to his forecasts.

Australian producers and US politicians led by China hawk Joe Manchin have seen off Indonesia’s bid for access to incentives under the Inflation Reduction Act.

After a trip to China, Jim Lennon says the debilitating supply glut could be over a lot faster than most people think.

Found on Google from bhp.com

Delays by Jakarta in issuing mining quotas and heavy rains have hurt local supply.

Unlike industrial companies such as Amcor or Transurban, mining companies' profits are inherently cyclical. The earnings from mining companies are subject to booms and busts, mainly outside the...

Canada and Australia could be investment targets for nickel, according to the group CEO.

Sizeable output cuts will help shore up nickel prices, which are likely to have reached a bottom after a year-long slide.

Prices for two types of nickel will be based on transactions by producers that meet Benchmark's sustainability measures.

Indonesia's high-grade 1.7% nickel ore is mainly used for the country's nickel pig iron (NPI) production.

The world's biggest nickel producer is experiencing a rapid depletion of ore after a surge in downstream investment.

Canada Nickel is advancing the next generation of high quality, high potential nickel-cobalt projects to deliver the metals needed to power the electric vehi...

Benchmark’s Giga USA 2024 conference saw senior executives from Ford and General Motors set out their views on the roles automakers should play in the batter...

Earlier this month, the US government sounded the alarm over the use of forced labor in the nickel mines of Indonesia. The finding has

Indonesia has become the world’s leading producer of nickel, supplying over 40% of global demand crucial for electric vehicle batteries. This surge is driven...

Nickel is likely to see a surge of buying before and during an annual re-balancing in January of commodity indexes.

Over the next two decades, Australia will be racing to reach net zero emissions. There are different theories about how to get there, but one of the most prominent is the idea known as "electrify...

Report claims nickel mining in Sulawesi is causing severe environmental damage and endangering the livelihoods of indigenous communities

Our transition to electric vehicles is coming at a price. Indonesia has the largest proven nickel reserves on the planet — and it’s a key component in EV bat...

Macquarie strategists believe the worst of a jarring nickel price bust that has cost jobs and mines in WA could be over.

Nickel is a critical component of the batteries that power electric cars, and Indonesia has become a global giant in producing the mineral. But there is a di...

The industry demand for pricing mechanisms to reflect low-carbon nickel have grown significantly in recent months with participants seeking greater visibility into the potential value of low-carbon...

Is nickel at or near the bottom of the market? - hosted by Mining Network & Arlington Group Asset Management.The Ask:Market supply and demand forecastDoes th...

A high level of Chinese ownership of the Indonesian nickel industry is becoming a problem in gaining market share in the U.S.

Blackstone Minerals (ASX:BSX) is looking to secure potential joint ventures (JVs) with Australian and Canadian partners as it finalises a Definitive Feasibility Study (DFS) for its Ta Khoa Refinery...

Prices of all nickel chemicals, except Chinese nickel sulphate, rose briefly in mid April in response to sanctions by the US and the UK banning deliveries of Russian metal supplies for Russia’s...

Citi doubles down on its copper and precious metals bull view, triggering price target increases and a rating upgrade for ASX metals stocks.

Macquarie sees a market recovery driven by strong demand from the steel sector.

No 1 source of global mining news and opinion

Highlights from Tesla's first Investor Day, and unveiling Elon Musk's Master Plan Part 3.00:00 Master Plan Part 314:24 Vehicle Design17:12 Powertrain18:36 El...

The riots sparked last month by electoral reform in the French-controlled territory has deepened a crisis for New Caledonia's loss-making nickel sector.

Are customers willing to pay more for low-carbon nickel? Some analysts say yes — under certain conditions.

The US Government has blocked Indonesia’s bid to join its freerade Agreement in a move that has been applauded by Australian nickel miners.

Recording date: 20th June 2024Nickel — I was wrong on the short-term move. I got the dip below $19K but didn’t see it breaking down all the way to $17,300 (j...

Welcome to the official VRIC channel. On this episode of This Week in Mining Ivan Bebek and Tavi Costa discuss the current state and future of the gold and c...

Environmentalists accuse Jakarta of prioritising mining of key commodity over nation’s biodiverse rainforests

Delays to issuing quotas has slowed the rapid expansion of nickel production in the world's top producer of the metal.

[CORRECTION: Rule is the former CEO and president of Sprott U.S. Holdings. Kitco regrets the error.]Margins are still a struggle for the miners despite energ...

Violent riots in New Caledonia are having an outsized global impact on critical mineral supply chains.

The deal is one of several the electric vehicles giant has forged over the last year to secure supply of battery metals.

Aluminum and nickel jumped after US President Joe Biden said the US plans to unveil a “major” sanctions package against Russia on Friday following the death of opposition leader Alexey Navalny.

The Southeast Asia nation accounts for roughly half of global nickel production, but there’s a price to pay.

Rainforest and coastal communities are being destroyed in the race to transition away from fossil fuels

This graphic, sponsored by Wood Mackenzie, forecasts raw material demand from batteries. An accelerated energy transition would propel demand for metals such as graphite, lithium, and nickel.

Western governments could mimic Indonesia by granting tax holidays to critical minerals operations.

The US and UK imposed new restrictions on trading Russian aluminum, copper and nickel that will reverberate across global metal markets, in the latest bid to curb President Vladimir Putin’s ability...

The Southeast Asian nation’s massive supply has suppressed the global market, but the metal might be in for a rally.

Today, China has the manufacturing capacity to supply half the world's cars. And it has its eyes on the United States. While there are already Chinese-owned ...

Electric car sales are accelerating and along with it, additional demand for electricity. It's driving questions about how the grid will cope with the growing number of large batteries waiting to be...

Batteries are everywhere - from electric vehicles to stationary storage to the device you're watching this episode on! And many of them come from the biggest...

The rush for battery metals has prompted a flurry of activity from investors not typically associated with the mining industry.

Calls for a nickel price that reflects strong environmental and governance standards have grown from high-cost producers such as Australia.

Cheap Indonesian nickel, controlled by China and dumped on the market, has collapsed nickel prices and forced global mine closures.

On prices, First half of the month, nickel briefly touched prior lows around $15,500 per tonne but bounced back up into $16-$16,500 range, where they have sp...

Read the latest article from Andrea Hotter on how the FEOC definition will have big implications for nickel within the context of the Inflation Reduction Act

ASX juniors heading into underexplored Manitoba in search of critical minerals such as lithium that are vital to our clean energy goals.

The world economy is proving surprisingly resilient.

Vietnam is forecast to post breakout growth as the fastest-growing economy in Southeast Asia over the next decade.

A US report on worker exploitation adds urgency to the call for reform of an industry already battling accusations of environmental abuse.

In March, Wyloo said that if the LME failed to launch a green nickel contract, the industry would have to look for another trading venue.

The boom times are back for base metals traders.

As the U.S. continues to seek freedom from Chinese dominance of rare earths, Vietnam continues to emerge as a resource battleground.

Report from Climate Rights International investigates Indonesia's Nickel IndustrySee more at www.cri.org/reports/nickel-unearthed