Technology Metals Edition Insight

Technology Metals Edition Insight

Vanadium: Down but Definitely Not Out

Vanadium: Down but Definitely Not Out

Expect vanadium prices to recover sharply in the next few months as buying returns to the market. Vanadium prices hit a peak of USD 140/kg in October 2018 with buying related to new Chinese regulations regarding specific grades of hardened steel. Prices for ferro-vanadium 80...

BABY STEPS INTO THE WORLD OF NEW BATTERY INVESTINGS

Tough Times for the Lithium Sector, But is an End in Sight?

After a year and half of decline, Chinese spot prices for both lithium carbonate and hydroxide fell below USD 10,000/t in Q3.19. This represented their lowest levels since 2015 and well below levels above USD 20,000/t achieved in late-2017. From early 2018, prices started to...

Graphite – A Game of Patience

Graphite – A Game of Patience

“The key to everything is patience. You get the chicken by hatching the egg, not by smashing it.” – Arnold H. Glasow Over recent years, many investors have been positioning themselves in anticipation of an impending boom in the electric vehicle (EV) industry. Essential commodities...

Lithium Prices Crash Through USD 10,000 as Hype Meets Reality

Lithium Prices Crash Through USD 10,000 as Hype Meets Reality

Lithium prices have steadily declined since the end of Q1, finally crashing through the USD 10/ kg LCE mark at the end of July. Weaker-than-expected demand in China is partly responsible, but the main driver has been the ongoing avalanche of new supply into the...