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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Severe shortages of critically important commodities are highly likely this decade. For instance, there are legitimate concerns about the supply of copper & lithium. If demand is too strong, prices will reach a point where users try to substitute less expensive … Continued
When announcements were made in April & May that Galaxy Resources & Bacanora Lithium were to be acquired by Orocobre & China’s Ganfeng Lithium, respectively, I wasn’t surprised. Lithium “Li” prices were on the move and EV sales were soaring. … Continued
All $ figures US$ unless indicated otherwise. On September 21st, copper & steelmaking coal producer Teck Resources held its annual investor day, a 3-hour webcast highlighting very robust global demand for steel and the small number of critical materials essential … Continued
Dollar figures are US$, unless indicated as C$. Met coal prices quoted in US$ For some, coal is a naughty, four-letter word. However, there’s a HUGE difference between thermal coal (burned to generate electricity) & steel-making coal, a primary input … Continued