Archives for Commodities - Page 2

The Zinc Market

Zinc has been in the news of late, with mines closing, prices rising, and stocks falling. It all looks good for potential developers and producers. However, over the last few decades zinc has often not performed as expected. The main reasons have been unexpected new sources of non-mine supply and…

An Interesting Take on Commodity Cycles

The chart below shows Macquarie Research’s take on various commodity cycles. It shows where commodities are in the cycle and where Macquarie expects them to be in two years’ time. For example, lithium is at or about its peak price and will fall over the next two years. Gold and…

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…

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