TrickyDickyTwo
02 Jan 2020
LME Nickel Stocks What a badly written article. The writer keeps jumping around from Australian to US dollar, from contained nickel to ore reserves, from EVs bought in australia to EVs bought worldwide to the cumulative total of EVs worldwide. It difficuly to make sense of the article since the narrative is so confusing. I suppose the bottom line is nickel demand is dependent on EV adoption rates and EVs are expected to grow in the coming years. TDT
nuno.figueiroa
02 Jan 2020
LME Nickel Stocks The Jakarta Post Global uncertainties, red tape to impede foreign investment plans: Experts Analysts have pointed out that Indonesia’s regulatory inconsistency has also dissuaded foreign investment.
nuno.figueiroa
02 Jan 2020
LME Nickel Stocks Jakarta flooding deterred NPI shipments **Industry News 04
8:20PM Source:SMM ** SHANGHAI, Jan 2 (SMM) – Several vessels carrying nickel pig iron have been deterred from leaving Indonesia, as its capital city—Jakarta—is suffering the worst flooding in years, SMM learned from a market participant. Heavy monsoon rains have lashed Jakarta and nearby cities since New Year’s Eve, and the weather agency expects the adverse weather to last until next week, according to a Bloomberg report on Wednesday. A Reuters report on Thursday said that flash floods and landslides in the area have killed at least 21 people and forced tens of thousands of people to evacuate. The Chinese NPI market has yet to react to the news, with market participants awaiting for further developments to assess the impact. The news might affect Chinese stainless steel mills’ attitude towards buying NPI. SOURCE SMM
nuno.figueiroa
02 Jan 2020
LME Nickel Stocks The Market Herald – 2 Jan 20 The value of nickel beyond 2019 - The Market Herald Looking back at nickel this year, prices of the metal saw five year highs during September, exceeding $26,000 (US$18,000) per tonne throughout the month.
nuno.figueiroa
01 Jan 2020
LME Nickel Stocks Green Car Congress AFC Energy launches alkaline fuel cell H-Power EV charger system UK-based AFC Energy launched its H-Power electric vehicle (EV) charger based on alkaline hydrogen fuel cell technology. The self-contained charging system overcomes issues associated with poor grid coverage to provide rapid electric vehicle (EV)...
Ripley94
31 Dec 2019
Cynical Bear. AMC… XXXX Got it back for 1.85 around 9am today . Wasted this year of 2019
nuno.figueiroa
30 Dec 2019
LME Nickel Stocks CleanTechnica – 29 Dec 19 Green New Deals For The World Are Green Good Deals | CleanTechnica The Earth is rapidly approaching 1.5°C global warming, air pollution kills over 7 million people worldwide each year, and diminishing fossil fuel resources portend social instability. Yet, recently, world leaders at the United Nations Madrid climate...
nuno.figueiroa
30 Dec 2019
LME Nickel Stocks The Straits Times – 30 Dec 19 Chinese metal mines feed global demand for gadgets and poison China's poorest... DACHANG, CHINA (WASHINGTON POST) - Day and night, overfilled trucks rumble over Nanjiu Road in the saw-toothed hills that stretch to the Vietnam border. It's a procession at the heart of one of China's most hazardous industries.. Read more at...
nuno.figueiroa
30 Dec 2019
LME Nickel Stocks China’s production of qualified passenger NEVs up 24% in November **Industry News 10:41:20AM Source:SMM ** **SHANGHAI, Dec 30 (SMM) – About 89,000 new energy passenger vehicles produced last month in China obtained qualification certificates, down for the fifth consecutive month on a yearly basis, by 41.63%, but 23.96% higher from a month ago, lifted by outstanding performance of the pure EV market, showed data from the Ministry of Industry and Information Technology (MIIT). ** **Production of pure EVs that obtained qualification certificates rose 29.3% month on month in November, with the output of Bestune’s B30EV400 model soaring 235.44%. ** **Sales pf passenger NEVs, meanwhile, registered year-on-year declines for a fifth straight month in November. ** According to SMM database, about 82,000 NEVs obtained qualification certificates in China in October, up 8.5% from a month ago. New energy passenger vehicles accounted for the greatest share of 86.8%, while new energy busses took up the smallest 3.7%. Production of NEVs with qualification certificates stood at 913,000 units in January-September. Source SMM
nuno.figueiroa
30 Dec 2019
LME Nickel Stocks **China ferronickel, NPI imports rose 63% YoY in November ** **Data Analysis 11:16:43AM Source:SMM ** SHANGHAI, Dec 30 (SMM) – About 229,000 mt in physical content of nickel was imported into China in the form of ferronickel (FeNi) and nickel pig iron (NPI) in November, showed the latest Customs data. **This was 62.8% higher from a year ago, and 35.65% higher from a month earlier. ** Indonesia, New Caledonia, and Brazil were the top three suppliers to China last month, accounting for 187,600 mt, 13,900 mt, and 5,400 mt of imports, respectively. **Imports in the first 11 months of the year grew 93% from the same period in 2018, and stood at 1.72 million mt in physical content. ** In January-November, materials from the top supplier Indonesia soared 125% year on year on the back of rising new smelting capacity in the country. The world’s top nickel miner Indonesia would ban nickel ore exports from January 2020 as it seeks to process more of its resources at home. **On Ni content basis, China’s overall imports in November were roughly the same as that in September, standing at 34,600 mt, even as the imports in physical volumes last month were 14,000 mt higher than September. ** **Compared to September, intake of Indonesian lower-grade NPI was 20,000 mt in physical content higher in November while imports of FeNi with a grade above 15% fell 6,000 mt in physical volumes, SMM calculations showed. ** SMM expects China’s monthly average imports of FeNi and NPI to stay at high levels of 30,000-35,000 mt in Ni content before commissioning of new stainless steel projects in Indonesia. Souce SMM
nuno.figueiroa
28 Dec 2019
LME Nickel Stocks Australian Financial Review – 26 Dec 19 Electrification and the minerals ready to rock the 2020s As some so-called minerals of the future stumble, investors wonder when the expected surge in demand from electrification will catch up with the hype.
nuno.figueiroa
28 Dec 2019
LME Nickel Stocks Electrek – 26 Dec 19 Honda CEO says ‘There will be no dramatic increase in EV demand’ - Electrek Honda CEO Takahiro Hachigo wants to overhauld the company. But he's calling for more hybrids while claiming consumers don't want electric vehicles.
nuno.figueiroa
28 Dec 2019
LME Nickel Stocks U.S. – 17 Dec 19 Morgan Stanley restarts its base metals business: sources U.S. investment bank Morgan Stanley is building up its base metals trading busin...
nuno.figueiroa
28 Dec 2019
LME Nickel Stocks techxplore.com Volkswagen raises forecast for electric car production Automaker Volkswagen is accelerating its move into battery-powered cars, saying it will reach its goal of 1 million electric cars per year two years earlier than planned. Friday's announcement came as European automakers are under pressure to meet...
nuno.figueiroa
28 Dec 2019
LME Nickel Stocks LME data week from December 23 to 27 Live Warrants started the week at 119.850 (85.35%) and ended at 117.300 (81.9%) Cancelled Warrants started the week at 20.562 (14,65%) and ended at 25.890 (18.1%) Opening Stocks are now at 143.190, +2.778 this week
