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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

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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34:53

How Indonesia's Nickel Strategy Is Reshaping Global...

The Battery Show ·

2025/01/15

Recording date: 12th of January, 2025Indonesia, controlling roughly two-thirds of global nickel supply, is positioned to significantly influence nickel prices in 2025 by actively managing its output. The country is expected to target prices in the $20,000-$21,000 per tonne range, according to Canada Nickel CEO Mark Selby. This price target reflects Indonesia's strategic interests, as nickel and stainless steel exports have become crucial to its trade balance.The nickel market shows

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38:46

Tin Market Faces Supply Challenges Amid Growing...

The Battery Show ·

2025/01/13

Interview with Tim Moody, President & CEO of Pan Global Resources Inc.Andy Home, Senior Metals Correspondent, ReutersRecording date: 8th January 2025The tin market is experiencing significant transformation as the metal's role in the global energy transition becomes increasingly critical. As a crucial component in electronics soldering and solar panel coatings, tin demand is expected to grow with the expansion of electrification and renewable energy infrastructure.Industry experts

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45:50

Copper Bottomed: Why 2025 Could Mark Copper's...

The Battery Show ·

2024/12/23

Recording date: 20th December 2024The global copper market is poised for significant growth, with BHP projecting a 70% increase in demand through 2050, driven by economic development, energy transition, and digital infrastructure expansion. This growth trajectory, averaging 2% annually, builds on historical demand that grew at 3.1% annually over the past 75 years.The current market comprises 31 million tonnes of total demand, with 10 million tonnes met through scrap and 21-22 million tonnes

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12:58

Why Indonesia's Supply Strategy Could Send Nickel...

The Battery Show ·

2024/12/22

Mark Selby, CEO of Canada Nickel CorpRecording date: 20th December 2024Mark Selby, a prominent nickel industry expert, predicts nickel prices will reach $20,000 per ton by the end of February 2025, driven by supply constraints and steady demand growth. Despite current prices hovering around $15,000 per ton after sliding from a $21,000 peak in May 2024, several factors point to an imminent price recovery.Indonesia's dominant position in the global nickel market emerges as a crucial factor

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25:57

Supply Constraints and Growing Demand Create...

The Battery Show ·

2024/12/03

Recording date: 25th November 2024The nickel market has faced some headwinds in recent months due to concerns over Chinese economic growth and the potential impacts of U.S. tariffs on trade. However, nickel prices have shown resilience, bouncing back over the $16,000 per ton level after dipping to lows around $15,500 earlier in the year.One of the key factors supporting the bullish outlook for nickel is the constrained supply picture. According to the International Nickel Study Group,

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39:42

Tin: How the Forgotten Critical Metal Offers Unique...

The Battery Show ·

2024/11/08

Recording date: 7th November 2024The often overlooked tin market is poised for a potential supply crunch in the coming years as strong demand from the electronics and electric vehicle sectors collides with increasing disruption risks from dominant producers Myanmar and Indonesia.Over half of global tin consumption goes into soldering for circuit boards and semiconductors, making it a direct play on the rapid growth of 5G smartphones, IoT devices, data centers, renewable energy and electric

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