nuno.figueiroa
08 Jan 2020
LME Nickel Stocks MINING.COM – 7 Jan 20 Li-Cycle marks first shipment of recycled battery material The shipment contained key energy metals used in lithium-ion batteries, such as cobalt, nickel and lithium, in a concentrate.
nuno.figueiroa
08 Jan 2020
LME Nickel Stocks Australian Mining – 7 Jan 20 IGO production shoots up despite WA bushfires - Australian Mining Independence Group has felt the impacts of the significant bushfires in the Shires of Dundas and Esperance in Western Australia on the Nova mine.
nuno.figueiroa
08 Jan 2020
LME Nickel Stocks December China stainless steel production rose 9% from year ago SHANGHAI, Jan 8 (SMM) – China produced 2.4 million mt of stainless steel in December, down 1.65% from a month ago but up 9.05% from a year ago, showed SMM data. Last month, production of 200-series in China dipped 0.54% to 807,600 mt, as a mill in the south was on maintenance. Output of 300-series declined 4.25% to 1.12 million mt, as annual overhaul at Zhangjiagang Pohang and Delong in east China continued through to early December. Production of 400-series rose 2.94% to 479,400 mt in December, as eastern mills recovered from environmental restrictions and as some shifted from 300-series to 400-series. China’s production of stainless steel is expected to drop 13.51% to 2.08 million mt in January, to see a year-over-year increase of 4.26%. This month, production of 200-series is likely to decrease 20.59% to 641,300 mt, and that of 300-series will shrink 12.71% to 974,100 mt as there are mills in the south to undertake annual maintenance. Output of 400-series is estimated to reduce 3.43% to 462,900 m Source SMM
nuno.figueiroa
07 Jan 2020
LME Nickel Stocks U.S. – 7 Jan 20 Base metals hope for manufacturing recovery in 2020: Andy Home Well, at least there was nickel.
TrickyDickyTwo
07 Jan 2020
LME Nickel Stocks Your written English is fine. In fact it’s an awful lot better than many native English speakers can muster. TDT
nuno.figueiroa
07 Jan 2020
LME Nickel Stocks I’m sorry for my english
nuno.figueiroa
07 Jan 2020
LME Nickel Stocks miningnews.net – 7 Jan 20 S&P sees little upside for metals Gold, copper and zinc and iron ore forecast to fall
nuno.figueiroa
07 Jan 2020
LME Nickel Stocks Stockhead – 7 Jan 20 Nickel bulls press abort button on 2020 run - Stockhead Could nickel pundits be wrong about the expected bull run for the industrial metal in 2020? Before December, all the signs were positive. London Metals Exchange (LME) nickel prices had hit a five-year high of $US18,850 ($27,200) per tonne after...
nuno.figueiroa
07 Jan 2020
LME Nickel Stocks TDT I know as much as you know, they are well kept secrets. The only thing I know is that a new technology takes about 10 to 15 years to put on the market.
nuno.figueiroa
07 Jan 2020
LME Nickel Stocks U.S. – 7 Jan 20 METALS-Copper ticks higher on low inventories, equity bounce London copper prices edged upwards for a second session in early Asian trade on ...
TrickyDickyTwo
06 Jan 2020
LME Nickel Stocks Hi Nuno I was wondering if you had managed to listen to the presentation given by Ken Hoffman. I’m interested in what he has to say given my investment in Amur and the likely impact new developments in the battery market might have on nickel. I’m pretty sure Hoffman doesn’t know half of what’s currently going on given the vast amounts of money to be made by whoever comes up with the next big break though, secrecy being the order of the day. Nevertheless he made some interesting if somewhat contradictory comments. The issue, for me, is the potential for nickel to be either thrifted out of or removed from batteries altogether. Amur’s currently time line appears to be the following:- TEO/DFS – End of 2020 Assuming finance is agreed shortly after. 320km long road to take two years to build – End of 2022 Minehead construction commences spring 2023. Minehead construction to take 2 years – 2024 Stripping of overburden commence spring 2025 First ore reached end of 2025. Commercial quantities of concentrate shipped 2026 Loan pay back will take 2 years. The mine will only start to make a profit from 2028. Hoffman’s presentation shows 15mins. 20secs. a slide showing advanced cathode after 2030. It’s not clear what the composition would be but it doesn’t look like it contains any nickel. Hoffman does claim 12 minutes 50 seconds that “battery development is so fast at this point in time†and 23mins. 58secs. “The pushing up the curve of battery technology is going to be very fast and very furious……†The comment he makes that really sums things up though is this one 26mins 5secs. “Once you start to see really advance batteries with over 1,000Wh/kg that’s when you start to change the system……†and slightly further on “that’s why everyone is trying to rush here and that’s why it’s going to be a massive business……†although he does make a couple of inaccurate claims, this one in particular 27mins. 55 secs. he claims 3m EVs would be sold in 2019. That’s wrong by about 1m. The total is likely to be just over 2m and that’s EVs and PHEVs combined. What do you think the time line is for nickel to be replaced in battery cathodes? I’ve seen a couple of article on various alternative chemistries but I’m not aware of anything that’s being road tested at the moment. Given the amounts of money involved here (over 90m cars are sold worldwide each year, the average price being between $30k and $35k. That’s a $3Trillion market) it seems to me to be not unreasonable to assume that alternative chemistries are being developed in secret. Nevertheless are you aware of anything that might compete with and ultimately replace nickel? If so what’s the chemistry. TDT
nuno.figueiroa
06 Jan 2020
LME Nickel Stocks argusmedia.com – 6 Jan 20 China launches NEV battery recycling regulations China's ministry of industry and information technology has announced new regulations for the recycling of used new energy vehicle (NEV) power batteries.
nuno.figueiroa
06 Jan 2020
LME Nickel Stocks Forbes Unstable Mineral Supply Threatens Electric Car, Green Projects, Justifies... The advent of the electric car is threatened by a range anxiety, high prices, and a thin recharging network, but now, according to a report possible shortages of the raw materials at the heart of this low-carbon revolution, threaten to derail the...
nuno.figueiroa
06 Jan 2020
LME Nickel Stocks U.S. – 6 Jan 20 Fed focuses on repo market exit strategy after avoiding year-end crunch Wall Street's worst fears of a year-end funding squeeze never materialized ...
nuno.figueiroa
06 Jan 2020
LME Nickel Stocks Forbes Unstable Mineral Supply Threatens Electric Car, Green Projects, Justifies... The advent of the electric car is threatened by a range anxiety, high prices, and a thin recharging network, but now, according to a report possible shortages of the raw materials at the heart of this low-carbon revolution, threaten to derail the...
