How to forecast prices in a supercycle
(Kitco commentary) - An increasingly common question over recent weeks and months has been "what is your long-term price for [insert battery material here]?"
Why I prefer nickel over copper Part 3: Short term outlook
(Kitco commentary) - So here I am with Part 3 of this article, with nickel prices well back off their highs but still up considerably (27%) from where they were on 1 March when I first started this series. During that time copper prices are up 1%.
Why I prefer nickel over copper. Part 2: What analysts are getting wrong on nickel
(Kitco commentary) - For much of last week, I wondered if writing the rest of this article might be effectively moot. But life goes on, and trading goes on too.
Why I prefer nickel over copper. Part 1: What analysts are getting wrong on copper
(Kitco commentary) - OK, so IÃ¢??m slipping slightly outside the battery materials space here, but I hear and read a lot of rubbish being said/written about both of these metals and IÃ¢??d like to give my views, which are quite at odds with what much of the sell side is saying.
How high can the nickel price go?
(Kitco commentary) - I am regularly asked in interviews how high different battery material prices can go. If I had a penny for every time people asked me what my outlook for lithium prices was, I wouldnâ??t have to be writing this drivel!
How high could lithium prices go?
(Kitco commentary) - It's the question on everyone's lips and we had a crack at answering it in the December issue of Battery Materials Review.
Is it time for lower grade nickel sulphide projects to shine?
(Kitco commentary) - The bidding war over Noront Resources and the flurry of nickel offtake agreements announced between automakers and nickel producers seems to suggest that EV and battery industry participants have (at last) woken up to the impending scarcity of class 1 nickel resources.
The key question on EVs that automakers are answering wrong
(Kitco commentary) - What's the question? Well, it's pretty much the key question - do you want your EV business to be profitable or not?