x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

The Battery Show

A Crux Investor show giving you a guide to all things battery metals with Mark Selby and other industry experts.

business investing

All Episodes

28:22

Nickel Price $20,000/ton Rebound: Indonesia Exerts...

The Battery Show ·

2024/11/05

Recording date: 4th November 2024The nickel market is on the cusp of a major inflection point. Prices look poised to surge back towards $20,000 per ton by year-end and could have much further to run as a structural supply deficit emerges.The key driver is the rapid electrification of the global auto fleet. Electric vehicle sales are defying skeptics, soaring 22% through September to hit a record monthly high. Demand for nickel-bearing batteries is getting a further boost as hybrid vehicle

en

51:47

Which Energy Transition Metals Gain from Rio Tinto's...

The Battery Show ·

2024/10/19

Recording date: 17th October 2024Interview with Andy Home, Senior Metals Columnist, ReutersThe global metals market is experiencing significant volatility and transformation, driven by the ongoing energy transition and geopolitical tensions. This dynamic landscape presents both challenges and opportunities for investors looking to capitalize on the critical minerals sector.Lithium, a key component in electric vehicle batteries, has seen dramatic price fluctuations. After reaching record

en

15:27

Nickel Squeeze Concerns Spark Rally as EV Demand Evolves

The Battery Show ·

2024/10/10

On prices, First half of the month, nickel briefly touched prior lows around $15,500 per tonne but bounced back up into $16-$16,500 range, where they have spent the bulk of recent time, but saw a big rally where prices moved more than $2,000,$1/lb over $18,000 per tonne (Now at $17,600) as concern about ore supply keeping market tight despite demand weakness. Nickel inflows into inventory a little heaver –but consistent with seeing additional exchange deliveries before market balances.

en

15:38

Nickel Supply Constraints & Government Support Drive...

The Battery Show ·

2024/09/07

Recording date: 4th September 2024Nickel continuing back into range of $16-$16,500 per tonne after flirting with $17,000 per tonne last time we talked 2 weeks ago. Exchange inventories continue to tick up at 2-3kt per week and expect to see another 20-30kt of nickel delivered before market comes back to balance.The “R” word is pummeling the equity markets, and it remains to be seen whether banks will cut interest rates quickly enough to prevent an economic slowdown. Given the macro

en

31:50

Tin Demand Set to Double: An Overlooked Metal...

The Battery Show ·

2024/09/02

Interview with Mark Richard Gasson, Executive Chairman, and Paul Anthony Barrett, CEO of Rome Resources PLCRecording date: 30th August 2024Tin, often overlooked in discussions of critical metals, is emerging as a key player in the global transition to advanced technologies and renewable energy. With demand projected to double over the next two decades, tin presents a compelling investment case worthy of attention.The fundamentals of the tin market are shifting dramatically. Historically

en

39:25

Copper Market Volatility Masks Strong Long-Term...

The Battery Show ·

2024/08/30

Recording date: 28th August 2024The Battery Show (Copper Bottomed, Episode 17)The copper market has seen significant volatility in recent months, with prices ranging from $3.92 to $5.25 per pound before settling around $4.25. This fluctuation was driven by Chinese housing market weakness and fund positioning, rather than fundamental demand. While Chinese demand remains soft, ex-China demand, particularly from the US, has been strong. Most analysts maintain a bullish long-term outlook on

en

14:30

Why is Indonesia Importing Nickel from the Philippines?

The Battery Show ·

2024/08/23

Recording date: 22nd August 2024 Nickel prices bounced around $16-$16,500 for the last 2 weeks – popped up yesterday to $16,800, and flirted with $17,000.Ore prices have marched higher and increased each of the last 2 weeks – 1.5% Philippine ore key benchmark has climbed by $6/tonne or 12.5% to $54/tonne – flows right through to the cost floor. This is even with demand not quite as strong as we expected at the start of the year as Chinese economy weakness and lithium weakness slowing

en

13:41

Nickel Shines: Key Projects Advance as Prices Recover...

The Battery Show ·

2024/08/04

Recording date: 2nd August 2024The Nickel Market: A Strategic Investment in the Green Energy TransitionDown 5%, back up 7% - welcome to the nickel world. Nickel back up to $16,500 range ($7.50/lb) after getting all the way down to $15,500 when we last spoke 2 weeks agoThe “Great Compression” continues – NPI discounts continue to narrow- have narrowed by nearly 25% over the last 2 weeks. Sulphate at a premium. The increase in nickel price this past week will push back out again, but NPI

en

53:14

Fluctuating Copper Prices & the Role of Fund Flows

The Battery Show ·

2024/07/19

Recording date: 18th July 2024The Battery Show (Copper Bottomed, Episode 16)The copper market has seen significant action over the past two months, with prices rising to around $5/lb before pulling back to current levels of $4.41/lb. This volatility has been driven by fund flows and aggressive trading by financial institutions, sometimes at odds with on-the-ground market conditions in China. While Chinese copper traders were seeing weakness in housing completions, which typically drive

en

21:38

Nickel: Facts & Data Driving BHP Western Australia...

The Battery Show ·

2024/07/17

Recording date: 16th July 2024It has been a big couple of weeks on the nickel market front. Nickel prices gave up 5% last week driven by the news flow – have seen inventories climb another few thousand tonnes (as expected). Sulphate prices in China have held steady, while stainless has gone a little soft. The big news since we last talked is BHP's announcement that it will close all of its Western Australian operations later this year until at least 2027. We’ve talked at length in the past

en

20:31

Nickel Demand Surges as China Rebuilds Inventory Levels

The Battery Show ·

2024/07/03

Recording date: 2nd July 2024Nickel climbed back up to the $17,500 range. LME inventories are up about 5,000 tonnes (another China/Indonesia refinery had product certified last month) to 93 kt, while SHFE inventories dropped up 2,000 tonnes to 22.5 kt. LME inventories are at 2 years high - this was expected by me – we’re now up about 80kt across both exchanges since the market bottom – while that may sound ominous, please remember some analysts have 200+kt surpluses over the last 2 years. I

en

19:07

Blood Nickel: Car Manufacturers Distancing Themselves!

The Battery Show ·

2024/06/21

Recording date: 20th June 2024Nickel — I was wrong on the short-term move. I got the dip below $19K but didn’t see it breaking down all the way to $17,300 (just under $8/lb). It's still 15% off the lows and generally in place where expected. The drop in the lithium price is taking some steam out of restocking, but according to INSG, nickel demand was up 9% in Q1.With the drop in nickel price, discounts on NPI narrowed further – again, expect to see continued convergence throughout the year

en

17:55

Nickel Prices Poised to Maintain Strength on Robust...

The Battery Show ·

2024/06/10

Recording date: 4th June 2024Nickel is continuing to retrace a big move along with copper. Now trading just over $19,000 – in line with my expectations of seeing some consolidation at these $19-$20K levels. We may see a brief dip below $19K as copper breaks down through $10K (as I expected - copper physical market lousy, inventories in Shanghai highest since 2020)Nickel should be well-supported at these levels. Interestingly, with the nickel sell-off, sulphate and stainless prices edged

en

19:58

Nickel's Perfect Storm: Western Supply Crunch Will...

The Battery Show ·

2024/05/24

Recording date: 23rd May 2024Nickel – lots of excitement over the past week since we saw each other in London last week to end up back at the same spot. Trading just over $20K per tonne, after climbing up to a high $21K level (nearly $10/lb) before falling back along with copper (which also hit all-time highs on LME of nearly $11K or $5/lb. LME inventories ticked up a couple of thousand tonnes during the week. After the fireworks of the last few weeks, expect nickel prices to settle into

en

16:19

Supply Issues Drive Nickel to $20,000... 7-months...

The Battery Show ·

2024/05/18

Recording date: 16th May 2024*Nickel's Electrifying Ascent: Riding the Wave of EV Demand to $20,000 and Beyond*In a world rapidly embracing electric vehicles (EVs), nickel has emerged as the metal of the moment. With prices surging past $20,000 per ton, savvy investors are asking: is this just the beginning of nickel's electrifying ascent?According to industry experts like Mark Selby, CEO of Canada Nickel, the answer is a resounding yes. As governments and automakers worldwide commit to

en

52:51

These Copper Explorers Deliver Promising Results,...

The Battery Show ·

2024/05/10

Recording date: 9th May 2024The global economy's accelerating transition towards clean energy and electrification has positioned copper as one of the most critical metals of the 21st century. Copper's unparalleled thermal and electrical conductivity properties make it an essential material across industries, with demand surging due to its crucial role in electric vehicles, renewable energy infrastructure, and emerging technologies like AI. However, a significant supply crunch looms as the

en

14:04

Nickel Demand Set to Grow at a Double-Digit Pace

The Battery Show ·

2024/05/03

Interview with Mark Selby, CEO of Canada NickelRecording date: 2nd May 2024Nickel bouncing around on either side of $19,000. Post our last meeting, nickel got up to $19,700 before turning back down, dropping through $19,000 last night for the first time in 2 weeks. LME inventories, after falling down to mid-70 thousand tonnes, have bounced back up to a high 70 thousand tonnesThe price rally has been helped by short covering – remember back to pre-Chinese New Year – funds at the largest

en

18:43

EV Car Sales Up 21%, Despite German Subsidy Cuts

The Battery Show ·

2024/04/19

A weekly Nickel market review with Mark Selby Nickel Market commentator and CEO of Canada Nickel Corp.Recording date: 18th April 2024The nickel price has surged by a significant margin, climbing another couple of percent to reach $18,200. This marks a substantial retracement from the previous high of $18,000s. Additionally, LME inventories have seen a 3% decrease over the past week, a factor that is expected to bolster market sentiment.Nickel and stainless prices in China pushed higher,

en

31:05

Supply & Demand Dynamics in the Copper Market

The Battery Show ·

2024/04/13

Recording date: 10th April 2024The Battery Show (Copper Bottomed, Episode 14)Copper and gold prices jump again, heralding a junior resources market resurgence. But look! Micro-cap equities have barely moved in the last week, whereas the plus $300 million market cap companies have all posted significant gains. As liquidity returns to the sector it is the bigger companies that benefit the most in the early stages.Merlin also looks at the build history of the twenty largest copper mines. A

en

16:25

Nickel Stocks: Powering the Electric Future Amidst...

The Battery Show ·

2024/04/09

A weekly Nickel market review with Mark Selby Nickel Market commentator and CEO of Canada Nickel Corp.Recording date: 8th April 2024Nickel is up more than $1,000 since we last spoke – now at $17,800 or over $8/lb. Chinese PMIs better than expected drove the entire base metal complex higher – all up nearly 2% on a single day, copper now $9,200 per tonne up over $4/lb. The move will need to see more concrete signs of improved markets/tightness to make an even higher move from here.In China,

en

83 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...