Archives for Commodities - Page 15
When I posted on the sector last month I had identified 35 companies in the lithium space with a combined market cap of $3.1 B. This month there are 51 companies with a combined market cap of $3.3B. That is, a 45% increase in the number of players over a month, but the…
The lithium sector in Australia continues to grow, however most of the new entrants have little more than pegmatites, usually undrilled. Pegmatites often carry the lithium bearing mineral, spodumene. They are extraordinary common, and often low grade and high cost. The world is already awash with lithium deposits – there…
The lithium sector is hot worldwide. There are dozens of companies planning (hoping) to get into production. Most are planning to exploit pegmatite-sourced lithium. A source that is extraordinary common, and often low grade and high cost. The world is already awash with lithium deposits – there is around 1,400…
Graphene, the single layer of graphite, was first isolated by Professors Konstantin Novoselec and Andrew Geim at Manchester University in 2004. They won the Nobel Prize for physics in 2010 for “ground-breaking experiments regarding the two-dimensional material graphene”. There are dozens, if not hundreds of different types of graphene commercially…
The chart below, courtesy of inflationdata.com, shows the oil price in both nominal and real, inflation adjusted, dollars. The oil price used is Illinois Crude, which is worth slightly less per barrel than West Texas Intermediate (“WTI”). Today’s price for WTI is USD30.74/bbl (“per barrel”), which, in constant dollar terms,…
A new steel, developed by Gary Cola a few years back, is now being tested by three of the world’s largest car makers. What is quite amazing is that Gary is a self-taught metallurgist and he produced the steel from his own laboratory in Detroit. Flash Bainite has some amazing…