Nickel solutions: unblocking a battery bottleneck?
…We focus in on a laterite – HPAL – MHP – nickel sulphate pathway in this work. Nickels and dimes. Economics of producing battery grade nickel (in $/ton) are captured…
Global nickel production by company?
…position, cash flow, concentration in nickel, and underlying asset exposure. CO2 intensity varies by a very wide 10x margin, from sub-10 tons/ton nickel to 100 tons/ton. The global nickel market…
Nickel production: the economics?
…model. Further research. Our latest commentary on the economics of producing battery-grade nickel is linked here. The screen on leading nickel producers is linked here. For an overview on global nickel…
Nickel solutions: unblocking a battery bottleneck?
…increase in prices. This 15-page note evaluates the nickel supply chain for electric vehicle battery cathodes. Deficits are looming, plus inflationary feedback loops, hence we end by screening nickel names….
Nickel, manganese, cobalt: sufficient reserves for the rise of EVs?
This data-file models whether there will be sufficient materials to build EV batteries. Specifically, will there be enough nickel, manganese and cobalt to build the batteries behind the vast rise of…
Commodity prices: metals, materials and chemicals?
…their ten-year averages in 2022, as internationally traded prices rose sharply for nickel, rose modestly for aluminium and zinc, and remained high for copper (chart below). Base metal prices by…
New Energies Research
…price. This 15-page note evaluates the nickel supply chain for electric vehicle battery cathodes. Deficits are looming. Hence we end by screening nickel names. Download Nickel production: the economics? This…
Industry Research
…geopolitical resiliency. Hence this 15-page report explores nickel-niobium super-alloys, energy transition upside, and leading companies. Download Direct reduced iron: costs and projects? Direct reduced iron (DRI) is produced by reacting…
Battle of the batteries: EVs vs grid storage?
Who will ‘win’ the intensifying competition for finite lithium ion batteries, in a world that is hindered by shortages of lithium, graphite, nickel and cobalt in 2022-25? Today’s note argues…
Lithium ion batteries: breakdown of materials?
…Added to cart This data-file disaggregates the materials used in lithium ion batteries and their costs. The breakdown covers 25 categories (e.g., lithium, nickel, graphite), across 10 different battery chemistries…