Quarterly Cobalt Market Update – 2021 Q3

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PM Trudeau pushes critical minerals, continental supply chain ahead of Three Amigos summit

DISTRICT OF COLUMBIA – There’s plenty of room and lots of good reasons for Canada and the United States to find common ground on tax credits for electric vehicles, Deputy Prime Minister Chrystia Freeland said Wednesday on the eve of a key meeting between Prime Minister Justin Trudeau and President Joe Biden. Otherwise, it could […]
BHP sees need for battery metals more than doubling in 30 years

By Cecilia Jamasmie Escondida is the world’s largest producer of copper concentrates and cathodes. (Image: BHP.) As the pace and shape of the global transition to a greener economy has become a key issue globally, the need for battery metals will grow up to four times in the next 30 years, Vandita Pant, BHP’s chief […]
Countries, cities, carmakers commit to end fossil-fuel vehicles by 2040

By Simon Jessop and William James, Nick Carey Summary Volvo Cars, Ford, GM aim for 100% zero-emission vehicles Volkswagen, Toyota, Stellantis not part of pledge United States, China and Germany missing from pledge GLASGOW, Nov 10 (Reuters) – (This November 10 story corrected to read Volvo Cars in bullet point, paragraphs 9 and 12) A […]
Resource Revolution and a Green Paradox?

Mark Smith, Co-manager, TB Amati Strategic Metals Fund An energy system powered by clean energy technologies needs significantly more minerals, notably: Lithium, nickel, cobalt, manganese and anode graphite for batteries Rare earth elements (mainly heavy REEs) for wind turbines and electric vehicles motors Copper, silicon and silver for solar PV Copper and aluminium for […]