Blade runners: how LFP batteries brought EV metal markets back to earth

In a few short years, LFP batteries crushed nickel and cobalt mining markets and new technology could do the same to lithium.

Frik Els | January 5, 2024 | 9:48 am

The biggest global mining news of 2023

A tumultuous year for the global mining industry: collapse of lithium prices, furious M&A activity, gold’s new record and state intervention in mining on a scale not seen in decades.

Frik Els | December 27, 2023 | 10:01 am

What green energy transition? Half of mining still exploring for gold

New study shows a $1.1 billion drop in gold exploration budgets this year as juniors struggle to raise capital, but the precious metal still accounts for 46% of the total.

Frik Els | November 7, 2023 | 8:34 am

Indonesian copper-gold company storms ranking of world’s 50 most valuable mining stocks

Amid a wider slump, MINING.COM’s ranking was lit up by newcomer Amman Minerals, which now sits just outside the top 10 after minting at least six new billionaires since its July IPO.

Frik Els | October 19, 2023 | 2:54 pm

Raising capital now biggest risk to mining companies after ESG

The massive capital outlays required by the green energy transition have become a top mining boardroom agenda item, says new survey.

Frik Els | October 12, 2023 | 1:26 pm

IRA, EGD and now the EU move on China EVs – governments are showering mining with money

When the EU closes its EV market to China, it would open up a direct route and likely premium pricing for lithium, nickel, cobalt miners now supplying China.

Frik Els | September 17, 2023 | 2:05 pm

Uranium price makes fresh decade high as forecasts grow (even) rosier

Uranium price tops $60 a pound first time since 2011 as World Nuclear Association predicts installed capacity to expand 70% by 2040 amid small modular reactor construction boom.

Frik Els | September 12, 2023 | 5:52 pm

Lithium revival a dead cat bounce as prices slump to 20-month low

Sales-weighted worldwide prices for lithium the lowest since December 2021 as weakness in China is exported elsewhere.

Frik Els | August 30, 2023 | 2:58 pm

As the mining industry grows, so do disputes, litigation

Mining is growing rapidly – so are investor-state disputes

New study shows dramatic increase in investor-state disputes and 80% of miners and counsel involved in arbitration expect greater government intervention over the next year.

Frik Els | August 9, 2023 | 1:09 pm