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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

36:39

Copper Bottomed - How Geopolitical Risks May Favour...

The Battery Show ·

2026/03/18

Recording date: 13th March 2026The global copper market faces an unprecedented supply crisis as development timelines have tripled from six years in the 1990s to 18 years currently, with the United States experiencing delays of 29 years from discovery to production. This dramatic expansion in project timelines comes as 52% of copper projects at feasibility stage remain stalled, with 75% of delays attributed to social and environmental opposition rather than economic or technical

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14:39

Nickel Market Faces Structural Shift as Top Producers...

The Battery Show ·

2026/02/25

Recording date: 24th February 2026The nickel market is experiencing a structural shift as Indonesia and the Philippines move toward coordinated supply management, driving prices above $18,000 per ton in late February 2026. This represents a nearly 5% single-day gain and marks a significant departure from the price pressure that has characterized the market over the previous three years.The most dramatic development involves Indonesia's aggressive quota reduction for Eramet, one of the

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18:47

Nickel Market Eyes $20,000 as Supply Discipline Meets...

The Battery Show ·

2026/02/09

Recording date: 5th February 2026The nickel market is establishing a more constructive outlook in early 2026, supported by Indonesian supply discipline and robust demand fundamentals. In a recent market discussion, Canada Nickel CEO Mark Selby outlined the key factors driving nickel prices and provided updates on the company's flagship Crawford project.Nickel prices have settled into a $16,500-$18,500 per ton trading range after briefly exceeding $19,000 in early January. The strength is

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20:24

Indonesian Mining Restrictions Send Shockwaves...

The Battery Show ·

2026/01/15

Recording date: 14th January 2026The nickel market experienced significant volatility in early 2026, with prices climbing $2,200 per ton to reach $18,650 following Vale's announcement of mining permit delays at its Indonesian operation. This development provided concrete evidence that Indonesian export restrictions represent material operational impacts rather than regulatory posturing. The publicly traded company's disclosure requirements made it an effective vehicle for authorities to

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23:47

Copper Industry Faces Structural Supply Shortage...

The Battery Show ·

2026/01/15

Recording date: 4th December 2025The global copper market is approaching a critical supply crunch as electrification and decarbonization drive unprecedented demand growth while new mine development stalls, according to analysis by Merlin M Johnson, CEO of Fitzroy Minerals. Despite nominal copper prices appearing strong above $5 per pound, real prices measured in gold have declined 80% from historical peaks, reflecting nearly two decades of subdued demand and robust mine supply following the

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35:08

Nickel's New Era: Rising Prices, Growing EV Demand,...

The Battery Show ·

2026/01/15

Recording date: 30th December 2025The nickel market is experiencing a fundamental transformation as Indonesia's coordinated supply management strategy drives prices from $14,200 to $16,500 per ton since mid-December 2025, with further advances toward $18,500-$20,000 expected . Indonesia, which controls approximately two-thirds of global nickel supply, has implemented multiple policy measures including reducing mining licenses from three-year to one-year terms, closing mines for forestry

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22:26

G7 Nations Advance Critical Minerals Pact to Reshape...

The Battery Show ·

2025/10/31

Recording date: 29th October 2025Nickel prices have stayed steady within a narrow range of $15,000 to $15,500 per ton but are poised for upward movement as ore supply from the Philippines tightens through the rainy season in late 2025 and early 2026. At the same time, electric vehicle (EV) demand is robust, with global sales up 24% over the first nine months of 2025. This growth is especially pronounced in China, which led with 32%, while Europe and North America posted 24% and 11%

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38:10

Massive Lost Copper Production Signals Structural...

The Battery Show ·

2025/10/21

Recording date: 16th October 2025The global copper market faces an unprecedented supply crisis that savvy investors cannot afford to ignore. With prices already pushing $5 per pound and heading toward $12,000 per tonne by end-2025, the red metal has become the most critical commodity play of this decade. Recent catastrophic failures at major mines have removed over 500,000 tonnes from near-term production—equivalent to an entire year's demand growth—while recovery timelines stretch into

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17:55

Nickel Breakout Looms as Indonesia Tightens Supply...

The Battery Show ·

2025/10/08

Recording date: 7th October 2025The critical minerals sector is experiencing a fundamental transformation as direct government equity participation drives substantial stock revaluations while nickel prices test multi-month trading range resistance. Mark Selby, CEO of Canada Nickel, recently outlined how these converging factors represent a potential inflection point for the industry.Nickel prices have been range-bound between $15,000 and $15,500 per tonne for three to four months but are

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22:58

Nickel Prices Ready to Rise as Supply Tightens in...

The Battery Show ·

2025/09/25

Recording date: 24th September 2025The global nickel market is experiencing a critical inflection point as multiple supply and demand dynamics converge to potentially end the prolonged period of range-bound pricing between $15,000-$15,800 per ton that has persisted since April 2025.Indonesia's strategic shift represents the most significant development in nickel markets. After a decade of flooding global markets with supply, the country now controls more nickel market share than OPEC

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17:03

Nickel Supply Chain Tightens Amid Growing Strategic...

The Battery Show ·

2025/08/13

Recording date: 12 May 2025The global nickel market is experiencing a fundamental shift that presents compelling investment opportunities as supply constraints tighten and governments recognize the metal's strategic importance beyond electric vehicle applications. Current market dynamics suggest investors should consider exposure to this critical commodity as geopolitical factors and Indonesian market control reshape the industry landscape.Indonesia has emerged as the dominant force in

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18:25

Nickel Market Poised for Recovery as Supply Dynamics...

The Battery Show ·

2025/08/13

Recording date: 5th August 2025The global nickel market stands at a critical juncture as prices hover around $15,000 per tonne, positioned at the lower end of the established $15,000-$15,800 trading range. Despite recent inventory increases of 6,000 tonnes on the London Metal Exchange, underlying market fundamentals suggest potential upward momentum driven by strategic supply management and policy shifts across key producing regions.Indonesia's dominance as the world's primary nickel

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21:19

Nickel Market Shows Signs of Strength After Period of...

The Battery Show ·

2025/05/22

Recording date: 21 May 2025The nickel market is presenting compelling investment opportunities as supply-side constraints converge with accelerating demand from both traditional and emerging applications. Recent market developments indicate a sector positioned for potential price appreciation driven by geopolitical supply concentration and robust consumption growth.Nickel prices have stabilized in the $15,000-$15,800 per tonne range following recent volatility, with exchange inventories

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18:33

Nickel Market Shows Resilience Despite Global Trade...

The Battery Show ·

2025/04/24

Recording date: 22nd April 2025Nickel prices have demonstrated remarkable recovery in recent months, rebounding from $14,000 to approximately $15,750 per ton following Trump's reversal of the Liberation Day tariffs. This represents a recovery of about two-thirds of the $2,800 per ton loss experienced when tariffs were initially announced.The market's resilience is supported by multiple factors on both the supply and demand sides. On the supply front, Indonesian production slowed during the

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19:18

Navigating Tariffs & the Nickel Market

The Battery Show ·

2025/04/10

Recording date: 8th April 2025Recent trade tensions have sent ripples through the metals market, with nickel prices retreating to 2020 levels around $14,000 per ton. Despite this 15% decline from recent highs, nickel has demonstrated greater resilience than other base metals such as copper, which has experienced losses exceeding 20%. This relative outperformance hints at nickel's stronger fundamental position in today's complex commodity landscape.The market is approaching what industry

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19:33

Global Nickel Supply Chain Shifts Create New...

The Battery Show ·

2025/04/01

Recording date: 28th March 2025Nickel prices have rebounded to $16,500 per tonne ($7.50/lb), marking a 10% gain since the start of 2025. This recovery is primarily driven by significant price increases in Indonesian and Philippine ore, with Indonesian ore prices rising by $1.50-$2 per tonne (3-6%) in the latest week.Industry experts consider the Indonesian ore price the key indicator for nickel's market direction this year. The price increases are cascading through the entire supply chain,

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31:26

Nickel Surges on Indonesian Royalty Hikes and Strong...

The Battery Show ·

2025/03/17

Recording date: 14th March 2025Elbows Up, Canada & The Nickel MarketWhat a difference 2 weeks makes – up $2,200 a tonne since we last spoke breaking out of range $15,000-$15,800 range that we’ve been in the last 3 months. Multiple reports of ore availability being tighter than expected this week – but first week since Chinese New Year didn’t see an increase in Indonesia ore price – but Indonesia talking about increasing royalty rates from 10% to 14-18% which will flow through to

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52:50

Cash-Rich Copper Explorers Soar While Major Miners...

The Battery Show ·

2025/02/19

Recording date: 18th February 2025The copper market has seen moderate price strengthening in early 2025, with prices reaching $4.20-$4.30/lb despite LME inventory increases in late 2024. Major producers including BHP, Rio Tinto, Freeport, and Capstone are taking a conservative approach, focusing on brownfield expansions rather than new greenfield developments due to capital intensity concerns.The sector is witnessing a clear dichotomy in the exploration space. Companies with large-scale

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15:17

Nickel Market Shows Resilience Amid Global Supply...

The Battery Show ·

2025/02/15

Recording date: 13th February 2025The nickel market has maintained remarkable stability, trading between $15,000-15,800 since December 2024, with London Metal Exchange (LME) inventories showing only modest increases of 4,000 tons despite analyst predictions of significant surpluses. This stability through the Chinese New Year period suggests underlying market strength.Indonesia's strategic decision to maintain ore supply at 200-220 million tons indicates a measured approach to market

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22:58

Nickel Outlook: Stainless Steel Growth, Middle East...

The Battery Show ·

2025/01/30

Recording date: 29th January 2025Kung Hei Fat Choi – Happy New YearOver the past 2 weeks, nickel made a strong break of over 16,000 per tonne off the $15,000 low set earlier in the month but couldn’t escape the Trump turbulence, which dragged metals prices back down, although nickel has dropped less than some other metals like zinc. Over the last 2 weeks, we have seen NPI prices and stainless prices edge higher in China, suggesting the production chain is tightening up despite Trump

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89 results

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