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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

42:54

Bullish Signs Emerge for Copper as Supply Tightens...

The Battery Show ·

2023/11/20

Recording date: 17th November 2023The Battery Show (Copper Bottomed, Episode 5)Copper has long been considered a bellwether for the global economy, yet prices have held up remarkably well lately despite economic headwinds. This resilience is signaling strengthening fundamentals poised to drive copper higher. Supply constraints are mounting while demand continues to expand, tightening the market more rapidly than expected.Most impactful was Ivanhoe Mines’ mega discovery in the Democratic

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23:53

Nickel Price Set to Rebound in Q1/24 as Supply Falters

The Battery Show ·

2023/11/17

Recording date: 16th November 2023Nickel, trading down again around $17,000/tonne level (think may briefly touch $16,500), but expect to trade in its recent range between $17,000-$17,500 before we start moving higher at year-end. LME inventories in the same range. Ore and NPI prices both came off their recent highs as was reported that Indonesia granted some temporary ore quotas to reduce the need to import ore.Before getting to company news, and a follow-up from last week, global EV sales

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34:42

Copper Market Headed for Supply Crunch - Latest on...

The Battery Show ·

2023/11/12

Recording date: 9th November 2023The Battery Show (Copper Bottomed, Episode 5)This week's discussion covers recent exploration results and market news related to copper mining companies. Merlin starts with Arizona Sonoran who announced drill results from its Parks/Salyer and Cactus Mine projects in Arizona, USA. The company completed infill drilling at 38-meter spacings at both deposits, highlighting continued mineralization. The best results were 1.97% total copper over 165 meters at

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19:04

Nickel Bulls Charge Ahead - Demand Surge Driving...

The Battery Show ·

2023/11/08

Recording date: 7th November 2023Nickel prices trading this AM at $17,600 ($8.00) after trading back up to $18,000 at start of the week. Got a little boost as a few thousand tonnes came off LME inventories taking them back to where we were at the start of October. Expect nickel prices to bounce off the bottom here for the next little while until we underlying growth in both EV and stainless comes through and we get past battery chain destocking from lower lithium prices (will get into some

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31:29

Copper Juniors Showing Potential Attract Big Money

The Battery Show ·

2023/11/05

Recording date: 2nd November 2023The Battery Show (Copper Bottomed, Episode 4)Copper prices hit $3.67/lb this week, up from $3.57/lb last week, partly driven by protests in Panama that threatened production at First Quantum's Cobre Panama mine. The mine contributes nearly 5% of Panama's GDP but protests erupted after the government rapidly passed a law extending First Quantum's mining concession by 20-40 years. The protests highlight political and social risks for mining projects, even

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19:49

Indonesia Shuts the Door on New Class II Nickel...

The Battery Show ·

2023/11/02

Recording date: 1st November 2023Nickel prices bounced off the $17,500-$18,000 range as expected, with inventories continuing to gradually increase. The "great convergence" continues as the premium between nickel sulphate and NPI has narrowed.Fastmarkets launched new price indexes for nickel pig iron (NPI) and mixed hydroxide precipitate (MHP) exports from Indonesia to bring more transparency to battery raw material markets.Indonesia is re-confirming the ban on new class II nickel smelters

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34:10

Copper Bottomed - Big Promise Meets Reality of Bad...

The Battery Show ·

2023/10/27

Recording date: 26th October 2023Copper Bottomed, Episode 3.This week's copper exploration news highlights both positive results and poor reporting practices. Doubleview Gold reported strong copper and scandium grades but misleadingly used copper equivalents, violating disclosure rules. American Eagle Gold also reported copper equivalents despite promising 900m of 0.5% copper. Kodiak Copper reported more copper at its MPD project but persists with questionable copper equivalents.On the

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21:37

Copper Surplus Forecasted as Juniors Report Promising...

The Battery Show ·

2023/10/26

Recording date: 23rd October 2023Copper Bottomed, Episode 2. Our latest addition to the Crux Investor Batteries thematic. The copper price has shown resilience in recent weeks, trading around $3.60/lb, despite bearish predictions of a 467,000 tonne global surplus in 2024 from the International Copper Study Group (ICSG). Major new mines are slated to ramp up production, potentially outpacing demand growth. However, early drilling results from junior explorers around the world offer a glimmer

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15:55

China Announces 1 Trillion RMB Package to Re-Ignite...

The Battery Show ·

2023/10/25

Recording date: 25th OctoberNickel prices bouncing off $18,000 ($8.20) again for the balance of the week. Still expect further move lower down to $17,500 level – have seen a steady increase in LME inventories (still at a low level of 45,000) up about 1-2,000 per week“Great convergence” – sulphate premium to briquette hanging in, NPI prices hanging it similar levels even with ore prices edging down slightly. Heading into a period where the Philippine's rainy season disrupts shipments and

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19:11

Copper Stocks - The Truth Behind the Headlines

The Battery Show ·

2023/10/23

Recording date: 9th October 2023Copper Bottomed, Episode 1 - The inaugural show all about Copper. A new addition to the Crux Investor Batteries thematic. Merlin Marr-Johnson provides a succinct weekly round-up of the copper market, covering the main stories and exploration results. In this first episode, as well as quotes from BHP, Rio Tinto, and Ivanhoe Mining luminaries outlining the need for more copper projects, Merlin reviews news releases from the following companies: Faraday Copper,

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26:07

Nickel Remains Bullish on Demand Despite Predicted...

The Battery Show ·

2023/10/23

Recording date: 17th October 2023Has been 2 weeks since we last talked about the nickel market, and as expected market is trading down in the $18-$19,000 range and a few more thousand tonnes come on LME. Expect a further move over the next 6-8 weeks down to the $17,500 level before year-end as another 10,000 - 20,000 tonnes of nickel hits LME, and then rebound into year-end as EV demand re-accelerates and stainless production continues to build on recent strengths.“Great convergence”

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23:45

Big Nickel Surpluses? No One Can Say Where the...

The Battery Show ·

2023/10/04

Recording date: 3rd October 2023As expected when seeing a clear break of a very long support line, the nickel price move lower was pretty aggressive down nearly $1,500 to the mid-$18K range where we were in mid-2021. I believe we’ll see a further move lower down to the $17,500 level before we begin to move higher once again into year-end.“Great Convergence” continued on as sulphate prices ticked up while nickel prices moved lower – sulphate and NPI discounts continued to be reduced. China

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25:03

We Need More Nickel to Meet Demand say Battery...

The Battery Show ·

2023/09/13

Nickel had another test of $20,000 and once again it held up and trading in the lower end of range of $20-$22,000 range where it has been sitting since early June. Again, have been expecting several month break below this range but this has yet to happen – trend technically squeezing against this support level and with now seeing some LME inflows (still not much 1,000 tonnes) may finally go through in the next few weeks.Have seen continued improvements in ore and NPI prices driven by

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21:18

If It’s Worth Saying, It’s Worth Saying Twice

The Battery Show ·

2023/09/01

Recording date: 1st September 2023Same comment as our last call - Nickel continues to bounce along the bottom of $20,000-$22,000 ($9-$10/lb) range where it's been since early June and has only briefly broken $9/lb. LME inventories remain near multi-year lows.China is still split on 2 key markets – sulphate for battery continues to tread water, while stainless continues to edge higher, again despite lots of noise on Chinese weakness with both stainless prices and NPI prices moving higher

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9:24

Nickel Trends 2023: Market Dynamics & Stainless Steel...

The Battery Show ·

2023/08/22

Nickel continues to bounce along the bottom of the $20,000-$22,000 ($9-$10/lb) range where it's been since early June and has only briefly broken $9/lb. LME inventories remain near multi-year lowsStainless prices are now moving higher in multiple markets which is generally a good signal for overall market conditions. Over the last few weeks, have seen ore prices/NPI prices move higher, now joined by stainless prices in China and now in Europe as the market seems intent on restocking after

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26:09

Stainless Boom Buoys Nickel Despite China Growth Fears

The Battery Show ·

2023/08/17

Nickel dropped down to the bottom end of $20-$22,000 range that we’ve largely been in since the beginning of May – dragged lower along with the rest of the base metal complex as China deflation concerns weighed on the market. LME inventories are still low.According to statistics from the Stainless Steel Branch of China Iron and Steel Association, China’s crude stainless steel production amounted to around 17.59 million tons in the first half of this year, up by 8.2% compared to the same

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14:14

Saudi Arabian Billions Ploughing into Battery Metals

The Battery Show ·

2023/08/04

Nickel briefly popped through $22,000 (10/lb) and remains in the upper end of $20,000-$22,000 where it has been sitting for the last 6 weeks. LME inventories remain low at 37-38,000 tonnes. Sulphate prices are flat and sitting at a similar discount as last week. In contrast, ore prices and NPI prices ticked higher in China – haven’t seen a rebound in stainless prices yet. May be driven by rumours that China SRB is stockpiling some nickel.The big news of the week:Saudi Arabia is investing

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20:50

New M&A Barely Scratching the Surface for Nickel...

The Battery Show ·

2023/08/01

Recording date: 24th July 2023Nickel continues rangebound in $20,500-$21,500 range with LME inventories remaining low at 37-38,000 tonnesAfter nickel price move off the $20,000 range about 10 days ago, sulphate prices actually softened a little as the big surge in June ores for NMC cathodes in China hasn’t continued through yet for July /August - so sulphate discounts retraced some of the narrowing we’ve seen in last few weeks. On NPI front, NPI prices surprisingly actually ticked up about

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24:23

You Should be Buying Public Nickel Companies Now

The Battery Show ·

2023/07/20

Recording date: 12th July 2023Nickel prices hanging in similar $20,500 - $21,000 range. LME Inventories after bump up showing decline again at very low levels - 40,000 tonnesIndonesia Investment Minister Bahlil Lahadalia on Friday gave the latest updates on Indonesia’s proposal for a global nickel cartel, saying that it has had intense talks with some unnamed countries. Resource-rich Indonesia has been proposing a group of nickel-producing countries that operates in a similar manner to the

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30:30

Building a Copper Mine Post-Discovery

The Battery Show ·

2023/07/17

Hayden Locke, CEO of Marimaca Copper, joins Merlin Marr-Johnson for a discussion on how long it takes to build a copper mine post-discovery. Chapeau to Ivanhoe Mines and the great Kamoa-Kakula developed in a mere 14 years, with longer timelines much more common. Factors such as capex, infrastructure, complexity, and margin are covered. Hayden touches on the differences between how a major or a mid-tier company might approach a development decision.

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83 results

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