Cyrille Jouin
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Historic day! Today, NHI and NAHEMA signed the SWR3 contract, the 1st major Block Upgrade of the #NH90! SWR3 will introduce several key new features…
Historic day! Today, NHI and NAHEMA signed the SWR3 contract, the 1st major Block Upgrade of the #NH90! SWR3 will introduce several key new features…
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Process Safety is a topic near and dear to me. Want to thank Sian Miller, CCPSC for the work that went into putting together the Process Safety…
Process Safety is a topic near and dear to me. Want to thank Sian Miller, CCPSC for the work that went into putting together the Process Safety…
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Of all the #lithium dinners I’ve attended, this was ‘the one’. Consolidation really is thematic right now. What began as a request to consolidate…
Of all the #lithium dinners I’ve attended, this was ‘the one’. Consolidation really is thematic right now. What began as a request to consolidate…
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Lokasi apa saja yang Presiden @jokowi kunjungi saat ke area operasi kami di Sorowako? #Throwback Pertama, presiden dan rombongan meninjau aktivitas…
Lokasi apa saja yang Presiden @jokowi kunjungi saat ke area operasi kami di Sorowako? #Throwback Pertama, presiden dan rombongan meninjau aktivitas…
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Weitere Beiträge entdecken
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John A Hunsaker
#nickel May 12, 2024 08:00 UTC Nickel28.biz Reports published 3:25 AM EDT Following Bloomberg article is centerpiece for today's reports because EV battery nickel news continue to worsen and LME nickel price continues to increase: something is wrong! BNN Bloomberg May 10, 2024 "Ford Cuts Battery Orders as EV Losses Top $100,000 Per Car" Excerpts: (Bloomberg) -- Ford Motor Co. has begun cutting orders from battery suppliers to stem growing electric-vehicle losses, according to people familiar with the matter, as it throttles back ambitions in a rapidly decelerating market for plug-in models. Ford continues to maintain partnerships with its battery suppliers, which include South Korea’s SK On Co. and LG Energy Solution Ltd., as well as China’s Contemporary Amperex Technology Co. Ltd., said the people, who asked not to be identified revealing internal decisions. https://lnkd.in/eZbATdus ______________ Nickel28.biz Publisher: Ford's problem stems from, Ford went all in on high-nickel Li-ion EV batteries. SK On and LG went all in on 80 to 90% nickel cathode EV batteries. Weekly Report- LME cash nickel price vs stainless steel mills 18-8 recycled Ni discount % Publisher's opinion- How to fix "LME Nickel Official Prices" and reason it will not happen Advantageous Information
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John A Hunsaker
#nickel May 10, 2024 05:05 UTC Nickel28.biz update for May 2, 2024: Philippines laterite nickel ore May 9, 2024 The Straits Times "Philippines says US, China eye mining opportunities, especially in nickel" Excerpts: MANILA - China and the United States are among numerous countries that have expressed interest in tying up with the Philippines to exploit mining opportunities, particularly in nickel, the environment minister said on Friday. The southeast Asian nation is looking to follow neighbouring Indonesia, which lured major investment in processing plants for its huge deposits of nickel ore, after banning unprocessed exports in 2020. Processing its nickel ore output would be the ideal scenario for the Philippines, said Economic Planning Secretary Arsenio Balisacan, and the time was right as the country seeks to add value to its production of minerals. The latest government figures show that the Philippines, a major supplier of nickel ore to top metals consumer China, produced 35.14 million dry metric tons last year, an increase of 19% on the year. REUTERS https://lnkd.in/egB73gdd _______________ Nickel28.biz: irony is, the world has sufficient nickel for high-nickel EV batteries 'niche market'. Nickel is not critical or necessary metal for EV global mass market adoption. There is sufficient No-nickel EV battery cathode metals resources to make billions of EVs. Advantageous Information
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John A Hunsaker
#nickel May 28, 2024 05: 05 UTC - Nickel28.biz follow-up to May 26, 2024 Publisher's opinion: Global nickel market has been propagandized by stating nickel in EV batteries is strategic, necessary and required. The opposite is true; the cost of high-nickel EV batteries has impeded global EV mass adoption because of high cost. High cost is because many nickel miners cash cost is more than $18,000, and some= $20,000. _______ Reason nickel too expensive is because of over-investment in EV battery nickel. Over-investment was/is caused by exaggerated and outdated EV battery nickel forecasts/predictions that is still being used in current reports. _______ From Publisher's opinion report May 26, 2024 (just one example): August 5, 2022 "Hundreds of new mines required to meet 2030 battery metals demand — IEA report" Excerpts: By 2030, nickel is facing the largest absolute demand increase as high-nickel chemistries are the current dominant cathode for EVs and are expected to remain so. The IEA believes that to meet the projected demand in 2030 in the Stated Policies Scenario, 41 nickel and 11 additional cobalt mines are needed – a significant scaling up of the current project pipeline. https://lnkd.in/eJAD9pgZ _________ Publisher: disappointed- "CME Group not planning to launch nickel contract to rival LME - FT Excerpts from original article: "Exclusive: CME to launch nickel contract using prices from new platform -sources" Nickel industry sources said illiquidity meant LME nickel prices often did not represent the fundamentals of the market. GCH's platform will be open only to consumers, producers and merchants that are directly involved in the physical market. The platform will not be available to funds that are not involved in the physical market or algorithmic traders because they are speculators. "When CME launches a contract based on the GCH platform, funds and anybody else who wants to hedge or trade have another international alternative," the second source with knowledge of the matter said. https://lnkd.in/eG2mv9G4 ______________ Advantageous Information
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Hasan Akbulut
𝗖𝗵𝗶𝗻𝗮 𝗽𝘂𝘀𝗵𝗲𝘀 𝗳𝗼𝗿 𝗹𝗼𝘄𝗲𝗿 𝗲𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗻𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗰𝗮𝗿𝗯𝗼𝗻 𝗲𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝘀 𝘄𝗶𝘁𝗵 𝘀𝘁𝗲𝗲𝗹 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗰𝘂𝘁𝘀 by Norman Fong, Jessica Zong, Zihuan Pan, Jessica Long, Alice Li, Bella Cheng; Fastmarkets The #Fujian provincial #government issued a notice to local #steelmills on June 18 stating that it will enforce crude steel #production cuts between June and December this year, with output not to exceed an annual #capacity of 35.98 million tonnes. Crude steel #output will be no higher than 30.58 million tonnes in 2024, according to the notice. Fujian province, in southeastern #China, produced 34.06 million tonnes of #crudesteel in 2023, ranking it tenth among the leading #steel production hubs in China. Output in the first five months of 2024 was about 14.64 million tonnes, up 23% year on year, according to data from the National Bureau of Statistics (#NBS). If the #policy is implemented, crude steel production in 2024 will be 3.48 million tonnes lower than the previous year. The most-affected #steelmills will be those running blast furnaces (#BFs) because of their high carbon #emissions, according to #market participants. Electric-arc furnaces (#EAFs) will be prioritized to ensure good production rates, according to the notice. The following #topics are discussed within the #article; 🔵 Production cuts considered by other #Chinese #provinces 🔵 #Magnitude of #cut matters 🔵 #Opinions in #ironore market divided 🔵 #Impact on #cokingcoal #market hard to predict in short term 🔵 Weaker H2 iron ore #price #outlook 🔵 Impact on #ferroalloys The article link is here: https://lnkd.in/dn_tsTSa
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John A Hunsaker
#nickel September 12, 2024 05:00 UTC Nickel28.biz Publisher: I thought nickel shortage/nickel deficit would not resurface so soon, but it's back and again, another false alarm. Reuters September 11, 2024 "Nickel prices surge on Russia's proposed export ban" Excerpts: LONDON: Nickel prices surged on Wednesday as major producer Russia proposed an export ban on the battery metal in retaliation against western sanctions over the war in Ukraine. Nickel was up 2.3% at $16,100 by 1553 GMT. Russia’s proposed ban could flip nickel into deficit from current global oversupply of 100,000 tons for 2024/25. Russia sold 100,990 tons of nickel overseas last year, according to Trade Data Monitor. https://lnkd.in/estaFv7Q __________________ Publisher: *Russian nickel was banned from LME April 15, 2024. * The world does not need Russian nickel (China has been buying at discounted price). *Russia needs money from nickel, oil and anything else it can get money to fund Ukraine war. *Indonesia has ample saprolite-laterite nickel ore to produce NPI *Philippines has ample limonite-laterite nickel ore to make HPAL/MHP for EV batteries. In my opinion, if Russia stops exporting nickel tomorrow, there will not be a supply shortage!
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Paola Rojas
The copper party is on! May is bringing even more buzz to the ‘copper revival’. Building upon what we saw during April, the red metal even generated an arbitrage opportunity between two different markets as Comex traded at a premium versus the comparable London Metal Exchange contract. Insane! 📊 Bloomberg News The metal looks poised to close with some red days, but overall, a strong month. In April we also wrote about the expected new wave of M&A. From where we sit, we expect lots more deals before 2024 is done. Concerning the BHP-Anglo American saga, of course, no one was surprised to see a second and third bid being rejected. Both still carried an uncomfortable condition for Anglo, divestment of their platinum, iron ore and other assets). But on the plus side, Anglo announced a strategic review that proposes to restructure its portfolio and divest some of the ‘less appealing’ operations, and above all, said they were now ready to sit at the negotiating table. However... The latest in the story is BHP requested an extension and Anglo said no! The deal is now off but probably not dead (we'll talk about it in a new podcast episode next week with Luis Saenz and a special guest who knows a LOT about copper). Gold continues to enjoy a great run (its role as haven seems pretty safe, pun intended), and analysts believe it has room to soar even higher. Timely, the In Gold We Trust* from Incrementum AG report was released and is a great read for anyone looking to expand their understanding (and portfolio exposure) of the precious metal. Lithium continues to underperform but is now off lows, so it seems our expectation that it had reached the bottom was right. As we’ve said before, patience is crucial here as the long-term bull case remains (my meme* sums it all up quite well, I think). To weather the storm, lithium miners are resorting to auctions, to better reflect market dynamics. Let's see what this month brings! ___ Corporate and sophisticated investors 👔 Join Synergy Resource Capital's distribution list: https://t.co/IckmYrezET Investing? New to mining investing or working in the sector? Find 150 posts and tools on our blog: https://paolarojas.blog *Links mentioned: IGWT report: https://lnkd.in/gRs2-CQU Lithium auctions: https://lnkd.in/giWezk4M Short squeeze: https://lnkd.in/gYzcZevd Lithium investors meme: https://lnkd.in/g3kGWKm6
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Dan DiMicco
#CurrencyMisalignment Monitor, July 2024 Posted on Jun 30, 2024 09:49 pm #Dollar #overvaluation worsened to 16.9%, as hope of U.S. interest rate cuts was pushed out, prompting international investors to buy more dollar assets and profit from higher U.S. interest rates.The quarterly CPA Monitor tracks currency misalignment based on latest monthly exchange rates. Dollar overvaluation worsened to 16.9%, as hope of U.S. interest rate cuts was pushed out, prompting international investors to buy more dollar assets and profit from higher U.S. interest rates. Both the Chinese and Japanese currencies declined further in the last three...
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Dr. Sebastian Kreft
Yesterday, Metalshub co-hosted a webinar together with the London Metal Exchange and the Nickel Institute. Robin Martin presented the LME’s view, which is broadly supported by nickel industry participants, that the creation of a “green” nickel futures contract – or indeed any other subsection of the relatively small-sized nickel market – would risk fragmenting it and reducing overall market liquidity. Mark Mistry then presented on the work the Nickel Institute is doing to provide a guidance for nickel producers on how to measure and account for Greenhouse Gas emissions when calculating the carbon footprint. For example, whether carbon emissions from by-products are allocated by mass or value can make a huge difference. Finally, I presented on the work we are doing at Metalshub to ensure that ESG information are embedded into the procurement and sales workflows. For nickel producers, who are decarbonising their operations and obtain ESG certificates such as Nickel Mark, IRMA or TSM, there is an opportunity to differentiate their offerings and position themselves as supplier of choice. When there is sufficient liquidity of low carbon nickel bought and sold over Metalshub, we can provide transaction based indices for low carbon premiums. To get there, broad industry support is needed to achieve the critical mass. To track the progress, you can find monthly trading statistics for Class 1 nickel on our website (see link in the first comment). May numbers are out and they are up! #green-nickel #esg #sustainability
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Henry Lazenby
Great catching up with Mark Bristow, CEO of Barrick $ABX.TO, at the Gold Forum Americas in a wide-ranging interview. We explored the impact of the rising gold price on equities, macro trends, and how Barrick plans to double its copper output by 2029. Key updates from Africa, Nevada and the #PNG situation. Plus, insights on capital discipline, growth projects, and Barrick’s evolving copper-gold balance. Stay tuned for more! #gold #copper #mining # Read The Northern Miner for the deets!
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