Discover and read the best of Twitter Threads about #nickel

Most recents (21)

Macro shorts commodities on 1bps of inflation deceleration. Mind u though: demand is half the story nor the real story!

Years of underinvestment should make shorting oil, EU/A gas or metals risky business this time & in absence of a deep recession due to Fed mistake.

Nickel - the battery metal - first. If you short Nickel, you deserve to lose all your capital. Reason: ignorance!

Read 10 tweets
You can't have a supercycle without China demand. It just isn't there and won't be, so what we have is a one off pandemic stimulus rally that absolutely will not have any legs long term as a super cycle. 100% certain. Fixed asset investment in China is required for a supercycle.
#China Fixed Asset Investment #CokingCoal #IronOre #Steel #Copper
Read 8 tweets
"Glencore will acquire all ferronickel produced from the Araguaia project"
Underinvestment in #nickel project, @Glencore is at mercy of their falling production numbers.
Glencore Trading desk seeing their ni stockpile melting like snow in the sun. Rumors they use to own 50% of LME stocks in their own facilities Access world.
Now being Chinese?…
So now why Glencore keeps publishing cobalt offtakes with battery makers, Freyr, Tesla, GEM but no #nickel offtakes?
Last I checked, chemistry was 1 part #cobalt for 6 to 8 part #nickel……
Read 6 tweets
Demand for #nickel from #ElectricVehicles will grow 13 times by 2030. #NorilskNickel benefits from the trend of long-term growth in demand for nickel: the company earns 21% of its revenue from this metal.
$GMKN $MNOD $NILSY #NorNickel Image
Nickel is one of the most important elements of batteries for #ElectricCars. Nickel will be in high demand over the next few decades as #gasoline cars are replaced by electric ones. #Nickel demand from electric cars can grow at a rate of 29% per year.…
Aggregate demand for #nickel could grow 36% by 2024. In 2026, this will lead to a deficit of 560 thousand tons. Scarcity means higher prices, metal miners will benefit from this.…
Read 3 tweets
💸 Is hyperinflation a reality? How to protect yourself?

Money may well depreciate at times. This has already happened before, even in developed countries. #Inflation in developed world is accelerating, and the authorities are carried away by populism. Image
• In the #US, inflation has already accelerated to 6.2%
• In #Germany, it reached a 28-year high of 4.5%.

Authorities of developed countries put above #inflation problems of #SocialJustice in labor market (employment in all minority groups is important) and #climate warming. Image
Populist views are capturing the minds of monetary authorities, which only fuels #inflation. This was the case in the #USA in the 1970s: prices almost tripled.
And sometimes it was much worse: in Israel in the 1980s, prices for goods jumped ~10,000 times. Image
Read 10 tweets
❗️High raw material prices are starting to push some lithium ion battery cell prices up

This is what ⁦@benchmarkmin⁩ warned of last year below

To understand batteries you need to know your supply chains #lithium #nickel #cobalt #graphite #manganese…
How Team @benchmarkmin called an end to the major declines in lithium ion battery prices.

A must read here:…
The way to keep battery costs low and falling is the inclusion and expansion of #LFP cathode which has expanded massively in China…
Read 4 tweets
China commodities jump in night session as global benchmarks surge, #zinc futures rise more than 7%, thermal #coal futures up 5%, #coke futures, #cotton futures up 4%, aluminum futures up 3%.
#China #commodities #futures
#China's most active #zinc futures hit limit up shortly after beginning of night trading session, last up 7.99%.
China's most-traded #nickel futures, #cotton yarn futures open up more than 2%.
Read 4 tweets
was wichtig ist: nicht nur halten zB LFP Zellen quasi endlos, sie kommen ohne #Kobalt & #Nickel aus

#Natrium ist nicht ganz so marktnah, #CATL hat sie ab 2023 im #Elektroauto angekündigt, unabh Experten wie Prof Arno Kwade @tuBraunschweig und @MaxFichtner halt das f plausibel

sie werden nur rd halb so viel kosten wie heutige Ni-Mn-Co-Li Kathode Zellen und Natrium gibt es überall

= keine Rohstoff Issues mehr
Ich gebe zu: klingt fast ein bisschen ZU schön
wird auch eher was für LKW, Bus und Stationäre Speicher

ich habe immer gesagt: Das #Wasserstoff/Brennstoffzellen Auto kommt nicht, es sei denn, Nickel geht uns aus für die E-Autos

das muss neu gedacht werden, wenn LFP und Na große Teile des Marktes erobern
Read 4 tweets
#China's most active manganese-silicon futures contract and ferrosilicon futures contract in Zhengzhou open 8% higher and hit the limit-up.
#Ferro #silicon
Iron ore futures in Dalian drop 3%, still on the downtrend.
Rubber and asphalt also drop 2.7%.
Live hogs down 4.5%.
#Iron #ironore #steel
Coke and coking #coal futures in Dalian DCE extend gain to 4%, thermal coal in CZCE gains 6.13%.
The coal shortage problem in China is yet to be solved.

#Tin futures in Shanghai up 3%.
Read 9 tweets
The Senate Committee on Energy and Natural Resources held a hearing on infrastructure this week:…

Lots of discussion about water use and wildfire management, but also commentary on nuclear power and critical minerals that may be of interest to investors. Image
In his opening remarks, Chairman @Sen_JoeManchin talked about supporting our “zero emission #nuclear fleet” and rebuilding our domestic supply chains by responsibly mining #criticalminerals
Ranking member @SenJohnBarrasso also opened with a mention of the “necessity of advanced nuclear”

It is notable that the two most senior members, Democrat and Republican, are both strongly supportive of #nuclear power.
Read 21 tweets
Yesterday, @IEA gave a presentation to explain what we already know - we need a LOT of #metals & #minerals to "come clean" and regardless of timing as we are hooked on #oil & #gas for our modern lifestyle. In this thread, I'll share their slides & add some of mine...
2/ According to the @IEA, an EV requires 6x minerals and metals input of a conventional "Otto engine" car.
@Herbert_Diess #Tesla @elonmusk #oott
3/ That means, to meet climate goals, we will need a LOT of #metals & #minerals such as #lithium (not a big deal), #graphite (hmmm), #cobalt (that will be fun), #nickel (hard, easy one in Russia!), #rareearth (really hard) or #copper (too hard to mention below?)...
Read 9 tweets
#CRCL Corcel

Share Price : 1.35p
Shares o/s : 348m
Mkt Cap : £5m

𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗠𝗲𝘁𝗮𝗹 𝗧𝗿𝗲𝗻𝗱𝘀
•Nickel - key to battery density
•Cobalt - key to battery stability
•Vanadium - utilised in vanadium-redox flow batteries
#CRCL #Nickel #Mambare

𝗠𝗮𝗺𝗯𝗮𝗿𝗲 : 𝗡𝗶𝗰𝗸𝗲𝗹/𝗖𝗼𝗯𝗮𝗹𝘁 𝗗𝗲𝗽𝗼𝘀𝗶𝘁
•One of world’s largest laterite deposits
•162.5mt @ 0.94% Ni & 0.09% Co (combined Indicated & Inferred)
•Main target 3% drill tested (significant upside potential)
#CRCL #Nickel #WoWoGap

𝗪𝗼 𝗪𝗼 𝗚𝗮𝗽: 𝗡𝗶𝗰𝗸𝗲𝗹/𝗖𝗼𝗯𝗮𝗹𝘁 𝗗𝗲𝗽𝗼𝘀𝗶𝘁 (𝗣𝗡𝗚)
•150km SE of Mambare
•Similar deposit - Higher Grade
•Direct Shipping Ore operation contemplated
Read 6 tweets
Below are my thoughts in investing in Nickel. I have only ever made one Nickel mining investment, which is probably indicative of just how difficult I think Nickel deposits are to get confident about! Everything comes as a series of comments to this first tweet.
Nickel comes in two forms, as do most base metals, of sulphides and oxides. Sulphides are processed by a normal crush / grind / flotation process to produce a 6% - 12% nickel bearing concentrate that is then further processed.
Pentlandite is the most important nickel sulphide mineral. (Fe,Ni)9S8. Typically it has a 1:1 iron to nickel ratio, and often occurs with cobalt, platinum, palladium and minor copper minerals and inclusions.
Read 14 tweets
Palladium production may decline in 2021 by 20% because of an accident at the mines of #Nornickel, major #palladium producer in the world. Regardless of how the situation at the mines will be resolved, the market may experience a price shock.
Part 1/1 Nornickel is the major world’s #palladium and high-quality #nickel producer and also a major producer of #platinum and #copper. The company produced a total of 2,826 thousand ounces of palladium (80115 kg) in 2020, that accounts for 40% of palladium world production.
1/2 On 24/02/21 it became known that operations at Oktyabrsky and Taimyrsky were suspended due to flooding by groundwater. These 2mines are largest copper-nickel deposits and key assets of $GMKN, with a combined production of 9.5 mn tons of ore per year- 36% of all output in 2020
Read 24 tweets
Shanghai's Nickel futures open to reach the limit down of -6%, as Tsingshan Holding Group, one of the biggest nickel alloy and stainless steel manufactory in China, is found to have unexpected, high-efficient technology for nickel production.
#nickel #Futures Image
LME nickel futures plunge 4% to $16,720/ton.
#nickel #LME
LME nickel futures breach the $16,500/ton mark, down 5.38%.
#LME #nickel
Read 4 tweets
A few tweets on one of my favorite under the radar junior explorers tonight...... Bitterroot Resources $BTT.V has projects in Michigan and Nevada. Tonight I'm focusing on the LM Project located in Michigan's Upper Peninsula.... #copper #metals #mining #nickel #palladium #platinum
Bitterroot Resources Ltd.(51%) and its partner Below Exploration Inc. (49%) are exploring the LM Property for high-grade nickel-copper-platinum-palladium deposits similar to Lundin Mining's Eagle and Eagle East mines in the Upper Peninsula of Michigan. $BTT.V Image
At Lundin Mining's Eagle Mine and elsewhere in the Mid-Continent Rift region, disseminated sulphides occur around bodies of massive and semi-massive sulphide mineralization. In August $BTT.V released encouraging drill results from a 4-hole 1,411 meter drill program at LM.... Image
Read 9 tweets
Thanks to @GeoffCutmore & @cnbcKaren for having me on the show this morning.

Here's a short thread of the notes - entitled, "Time to Get Real?" - which I put together in preparation.
They should hopefully be self-explanatory:-

#SquawkBox #CNBC #macro #equities #commodities
You've heard it here before: pay out or pay down is a big part of the #inflation equation:-
Yes, there's a "V" - or at least a flipped square root sign - underway, but will it extend far enough & fast enough?
Read 11 tweets
Just leaving this here 😏 🇬🇧

“Batteries... for #EV ... and we will back that vision, this government that backs Britain and believes in British innovation” @BorisJohnson @10DowningStreet @AlokSharma_RDG

A lithium ion economy coming to the UK.

The develop a lithium ion economy, UK must target three major supplies of lithium ion batteries - Tesla? LG Chem? SK Innivation? CATL? Panasonic?

It must build in parallel giga-sized anode and cathode plants to fuel these super sized battery plants.
Raw materials; Then to feed the cathode and anode plants it must look to securing 25% of raw materials domestically where economically possible (raw materials to precursor chemicals). It must help early stage developers and innovators #lithium #cobalt #nickel #graphite #manganese
Read 5 tweets
Un scientifique change d’avis si les faits lui donnent tort .... quel que soit son statut

Petite histoire personnelle : allez je vous la fais courte.

Il y a une dizaine d'année, j'étudiais encore et encore le #cuivre en biocides et #pesticides
Outre le fait que pour dériver une DJA et une AOEL sur un oligo-élément, tout allait bien. Juste un petit questionnement sur le passage cutané et l'évitement du premier passage par le foie, mais le #cuivre, élément métallique, n'est pas sensé pénétrer facilement la peau.
Autre questionnement, les impuretés pourries #plomb, #cadmium, #arsenic, #nickel mais en quantité faible donc a priori pas de soucis.
Read 14 tweets
Who controls the lithium ion battery to EV supply chain?

One of our most circulated charts updated with @benchmarkmin 2019 data and now incl #manganese #Mn

#lithium #cobalt #nickel #graphite Image
Big lesson from the China approach: if you don’t have the natural resources, be the guys that chemically refine their raw material #lithium #cobalt #manganese
Manganese has a more extreme supply chain imbalance than cobalt with 92% of chemicals used in lithium ion batteries produced in China.
Read 4 tweets
#Cuivre épisode 2 c'est parti.
Rappel du premier épisode :… après un peu de chimie et de #reglementation on va rentrer dans le vif du sujet #toxicologie.
D’ailleurs, je m’aperçois que je suis allé un peu vite dans ma démarche.
Petit rappel sur l’évaluation des risques :
Préliminaire, différence entre dangers et risques, je la fais tout le temps celle là mais il faut bien comprendre. #danger : propriété intrinsèque d’une substance, #risque : probabilité d’être exposé à cette substance.
Donc risque = Danger x exposition.
Ceci étant dit : la démarche d’évaluation des risques :
1 – Identification des dangers (par les études, publications, etc…)
2 – Caractérisation du danger : dérivations des doses de références toxicologiques
Read 35 tweets

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