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Feb Materials Round-up: Vanadium up, Nickel down

Posted on - 06 Mar 2020

Category - Asset Allocation

The lithium-ion value chain seemed to shrug off any impacts in the month of February caused by shutdowns in manufacturing capacity in China due to CoronaVirus, with most material prices flat and cobalt sulphate prices even rising for the month. The situation in base metals was less good. Even though metal prices bounced strongly in the first half of the month, they succumbed to weakness in the second half of the month driven by a Corona-induced sell-off. Nickel falls two places in this month’s materials ranking because of our concerns about exchange-traded metals. While current prices are starting to bang...

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Cobalt Lithium Nickel Vanadium