This is a question that we hear a lot, particularly from nickel developers! A recent report by Fitch Solutions suggests that NCM is likely to …
Continue reading “NCM or LFP: Which will be the dominant chemistry?”
The bidding war over Noront Resources and the flurry of nickel offtake agreements announced this month between automakers and nickel producers seems to suggest that …
Continue reading “Is it time for lower grade nickel sulphide projects to shine?”
You don’t have to look around too much at the moment to see signs of the emerging energy crisis. While most governments are insistent that …
Continue reading “What are the implications for battery materials of the Energy Crisis?”
Following on from the substantial increase in capital raising activity in the sector over the past 6-9 months has come a very significant tick up …
Continue reading “M&A game on! Which assets should have scarcity premia?”
