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Metals reports
Webinar - Navigating the Inflation Reduction Act’s new Foreign Entity of Concern rules for the US electric vehicle tax credit
Join our upcoming webinar on Monday 22 January. Amid a fantastic 47% YoY growth in EV sales in 2023, the US in December released new rules around f...
Webinar: Sustainable Smelting - driving a new industry dynamic
Webinar: Sustainable Smelting - driving a new industry dynamic This sector will produce the key metals needed for the energy transition. However, a...
What if the zinc price falls further - how low do zinc prices go before mines close?
After falling by 37% from its 2023 high and Boliden closing its Tara mine in Ireland. The cost structure of the zinc mining industry is now in focu...
What is the real nickel price?
With over 65% of global nickel production selling at a price below the LME price – what is the true nickel price? Arguably, the LME should no longe...
What the new critical mineral guidelines of the Inflation Reduction Act mean for OEMs
In December 2022 the US Treasury released a whitepaper proposing new guidelines that allow for minerals mined outside of US-FTA borders to be treat...
Why is the LFP cathode supply expanding even in an oversupplied market?
Low costs, a good safety record and policy support have increased demand for lithium iron phosphate (LFP) cathodes, supporting new investments and ...
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