Now that the dust has settled on some of the lithium downgrades, as well as CQ2/22 production reports, we’ve taken the opportunity to look at …
Continue reading “Updating our supply/demand forecasts; still see lithium deficit”
There were three Canadian nickel resource upgrades in July of which the one by Canada Nickel stood out. Canada Nickel’s Crawford project now boasts a …
Continue reading “Low grade nickel sulphide projects on a roll”
After going sideways for much of the past 12 months, Australian spodumene concentrate exports finally broke out of their range in June when exports from …
Continue reading “Australian SpodCon shipments finally break out”
It’s fair to say that this reporting period (CQ2/22) was all about costs. Costs are up across the board, whether for nickel, for lithium, for …
