Archives for Commodities

Specialty Metals & Minerals: Vanadium

Vanadium’s fastest growing use is in vanadium redox batteries. This technology is almost certain to replace lithium ion batteries for fixed storage, although unlikely to compete in the electric vehicle market. The future demand growth for lithium, graphite and cobalt is therefore likely to be much more muted than the…

Specialty Metals and Minerals: Garnet

Properties All garnet minerals are alumino-silicates, the following table lists the most common types of garnet minerals. Note that these are “end member” formulas, it is possible for replacement to occur. For example, the calcium in grossular is often replaced by iron.   Mineral Formula Specific Gravity Hardness (Mohs) Almandine…

Lithium – September Death Throes

I have posted regularly on lithium this year. It performed really well until around late July/early August. When I last posted in July, the 60 companies on my list had a combined market cap of $3.9B. Although there are other companies that have joined the space, I will stay with…

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