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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

34:32

Copper & Lithium: The Macro Investment Case Explained

The Battery Show ·

2024/04/08

Interview with George Ogilvie, President & CEO of Arizona Sonoran Copper and Simon Clarke, CEO & Director of American Lithium Corp.Recording date: 4th April 2024The green energy transition is driving strong demand growth for critical battery metals like copper and lithium. Electric vehicles require significantly more copper than traditional internal combustion engines, while lithium-ion batteries are essential for both EVs and renewable energy storage. Despite near-term volatility,

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16:33

Indonesia's Reduced Quotas for Nickel 2024 Production

The Battery Show ·

2024/03/28

Recording date: 27 March 2024Nickel continues to retrace gains – down to $16,600 – more than $1,000 bottom, but has given up about 2/3 of its move from the recent peak. Expect a range of $16,500-$17,500 for the next while. A Tale of Two Markets in China Nickel sulphate continued to climb – up another 3% this week. The “great conversion” that I discussed is continuing – discount coefficients of MHP and high nickel matte remained at high levels of 80-81% and 84-85% respectively and with

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11:29

Nickel's Bright Future: Invest Now for Electric...

The Battery Show ·

2024/03/21

Recording date: 20th March 2024Nickel is in the $17,500 range (just under $8/lb) off about $1,000/tonne since last week’s recent high and retracing some of the gains. Still up 10% from the bottom – remember don’t go up or down in a straight line so this kind of pullback is expected.In China, we are still seeing expected battery restocking with sulphate prices up another 2% this week, however, stainless markets looking a little sluggish with inventories ticking higher and prices coming

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15:44

Nickel Price up 16% as China Restocking & Short...

The Battery Show ·

2024/03/15

Recording date: 14th March 2024Nickel broke through $18,000 level surging up to $18,500 – 16% off the lows from a month ago when nickel was “going to be bad forever…”. It has given up some of those gains but it's still trading at $18,100 or $8.20 per pound. When you have a big short or big long position, when people covering can see a sharp price move (gone from 24,000 lots net short to 8,000 net short in just over a month).We’ve seen, as expected, follow-through battery restocking in the

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36:59

Investors Take Note: Copper Supply Crunch Looms Calls...

The Battery Show ·

2024/03/13

Surging copper demand for the energy transition creates long-term opportunities, but miners must navigate supply challenges to power electrification.Imagine a world powered by clean, renewable energy. Electric vehicles glide quietly down city streets. Solar panels glisten on rooftops. Wind turbines spin gracefully on the horizon. This is the electric future we are striving for - one that copper will play an indispensable role in building.As the world charges towards electrification, one

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25:09

Shocking Revelations: Why 'Expert' Nickel Forecasts...

The Battery Show ·

2024/03/05

Interview with Mark Selby, Nickel Market Expert & CommentatorOur previous interview: https://www.cruxinvestor.com/posts/nickel-price-rebound-supply-cuts-rising-ev-demand-4874Recording date: 3rd March 2024Less than 2 weeks ago, BHP in a half-year report commodity outlook:*“While the supply glut was still contained mainly in the Class-II segment of the industry, operating conditions for integrated sulphide businesses, globally, remained solid. However, since the LME began to take delivery

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25:09

Glencore Calls 2025 Copper Crunch – Position in These...

The Battery Show ·

2024/03/03

Recording date: 29th February 2024Major Supply Squeeze Coming in CopperFundamentally, copper markets look poised to face substantial global supply deficits in the coming years. As emerging explorers and developers race to provide new sources of production, substantial upside exists in copper mining stocks today before this pending supply squeeze fully materializes.Many existing copper mines are aging, with ore grades declining over decades of exploitation. Yet copper demand keeps rising

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25:55

Nickel: Signs of Price Discovery. Who Has Been...

The Battery Show ·

2024/02/23

Recording date: 22nd February 2024As Chinese New Year comes to an end, nickel prices have moved up to the upper end of the recent range over $17,000 per tonne trading at 3 month high of $17,200. Will wait to see commentary by Monday on current market conditions in China. We will need to see whether it can be sustained but a good start to Year of the Dragon.Some more capitulation moments – BHP taking multi-billion dollar write-downs on nickel business, threatening to put entire Nickel West

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40:14

Markets Wobble but Copper Prices Hold Firm

The Battery Show ·

2024/02/20

Recording date: 16th February 2034The Battery Show (Copper Bottomed, Episode 13)Copper prices continue to absorb pressure in early 2024 from a strong US dollar and weak economic data from China. Prices have dipped to US$3.70 / lb and end the week at US$3.80 / lb. Meanwhile it is still hard to define simple metallurgy, good grade, easy geometry, shallow resources. Right on cue American West Metals delivers a maiden mineral resource for Storm which ticks all of those boxes, although investors

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22:26

Nickel Fundamentals Firming in 2024 as Inventories...

The Battery Show ·

2024/02/15

Recording date: 14th February 2024Nickel prices continue to trade in the $16,000-$17,000 range we’ve been in since mid-December, trading down towards the bottom end of the range after moving towards the upper-end last week. Expected inventory build emerging with LME inventories continue to move up to 70,000 tonnes level. Have seen a few bumps below $16,000 and may see a bump down to the $15,400 level again before we’re done but moves last day and comments on seeing restocking by the EV

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32:18

Place Your Bets – Profiting from Copper’s Pending...

The Battery Show ·

2024/01/25

Recording date: 23rd January 2024The Battery Show (Copper Bottomed, Episode 12)Betting on Copper’s Supply CrunchCopper prices have pulled back recently amidst a stronger dollar and concerns over a cooling Chinese economy. However, a compelling opportunity is emerging for investors willing to look past short-term volatility – the coming copper supply crunch. New discoveries and mine capacity expansions are not keeping pace with global demand growth and existing operation grade declines. As

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20:56

Nickel Price Rebound - Supply Cuts & Rising EV Demand

The Battery Show ·

2024/01/25

Recording date: 24th January 2024We have seen the 5% move – to the downside - from our last discussions when nickel prices were bumping up against the top end of their recent range in the $16,800-$17,000 and we’ve tested $16,000 level multiple times with a few minor breaks below. This is creating the capitulation which heralds a bottom – I had been calling for a turn to happen in the New Year (either post the calendar or Chinese New Year – the latter most likely) – recent events make that

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25:07

Perfect Storm Brewing for Nickel Prices in 2024 as...

The Battery Show ·

2024/01/21

Interview with Mark Selby, CEO, Canada Nickel Corp for The Battery ShowPrevious recording: https://youtu.be/2eEQhElc4TwRecording date: 19th January, 2024Nickel Market Poised for Deficit by 2024 as Demand BoomsNickel prices failed to plunge as low as expected in early 2023 due to destocking along the EV supply chain, but underlying demand growth remained resilient at 9% annually from 2020-2022. While temporary factors kept consumption subdued last year, the electric vehicle revolution

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37:26

Copper Supply Pressures Will Only Increase. Go...

The Battery Show ·

2024/01/11

Recording date: 10th January 2024The Battery Show (Copper Bottomed, Episode 11)Copper prices have been falling in real-money terms for 20 years and this has to change in the face of sustained demand growth. The incentive price for new copper production is likely to rise as supply falters due to i) depth of resources ii) grade of resources iii) discovery rate of resources iv) higher interest rates and v) inflation. Quality shallow exploration projects with good grades, simple metallurgy and

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46:08

Copper Bottomed - 2023, It’s a Wrap

The Battery Show ·

2023/12/31

Recording date: 30th DecemberThe Battery Show (Copper Bottomed, Episode 10)Copper prices were range-bound over the year. Unexpectedly strong demand and unexpectedly weak supply kept copper prices close to the US$4/lb level. In real terms copper prices have actually fallen since 2006. Supply looks tight and demand looks strong for the foreseeable future. Mind the Gap, Go Explorers! Talking of which, there are results out from: Brixton Metals, Tribeca Resources, Benton Resources, Gladiator

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12:23

Nickel About to Get 'Shoved' Upwards by Funds

The Battery Show ·

2023/12/22

Recording date: 21st December 2023Nickel popped up over $17,000 per tonne after the big moves of the other week and is now around $16,800. Will be interesting to see what happens through year-end. We could see some more 5% moves that we had seen a month ago in the next few weeks. Lower trading volumes during the Christmas period have historically led to commodity funds trying to “shove” the market in a new direction.Global EV sales (BEV and hybrid) in October were up 37% and US sales are up

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38:20

Billionaire Investing in Copper & Company News

The Battery Show ·

2023/12/21

Recording date: 18th December 2023The Battery Show (Copper Bottomed, Episode 9)Merlin is still catching up from travel and jury duty, but he is not alone - Bloomberg appears to be six weeks behind Copper Bottomed in calling out a tight copper market for 2024. Meanwhile, Friedland promotes with energy and soon after, Ivanhoe Mines taps the market for C$500M. Dr J.M.Wise reminds us that copper mines take (on average) 16 years from ‘discovery’ to production - which means that resources defined

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38:27

Copper Supply Constraints & How to Write a News Release

The Battery Show ·

2023/12/14

Recording date: 11th December 2023The Battery Show (Copper Bottomed, Episode 8)Travel has delayed this weeks’ Copper Bottomed a few days… but hang in there, it’s a corker. The Market section discusses some of the aspects of the Panamanian decision to close Cobre Panama, and the wrong-think and politics behind the decision. Thousands have lost their jobs, the mine produced 5% of GDP and 75% of exports, and the government will almost certainly lose in international arbitrage. A terrible

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30:58

The Overlooked Answer to Nickel's Coming Supply Crisis

The Battery Show ·

2023/12/06

Recording date: 5th December 2023Nickel prices did a 5% up and down round trip during the period - touched $15,500 level, then with a few days a nice little squeeze back up to $16,750 driven by Indo news I flagged was coming at the end of this month, and is now settling in either side of $16,500. Inventories continue to grind slowly highly – am surprised we haven’t seen some chunky LME deliveries during this period - may still see some going into year-end before we start moving higher early

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34:06

Copper Supply Disruptions & Some Good Exploration...

The Battery Show ·

2023/12/04

Recording date: 30th November 2023The Battery Show (Copper Bottomed, Episode 7)A double-header this week as Merlin was on Jury Duty for the past fortnight. Key market news includes Supreme Court of Panama ruling that the Cobre Panama contract was unconstitutional. The mine produces about 25,000 tonnes of copper per month and has closed down, temporarily one would think. Also in the news is the purchase of the 1.9 Mt contained copper Khoemencau project by China’s MMG for US$1.9 billion

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83 results

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