Mining
Nickel & Lithium Heavyweights Summoned for Industry
Nickel & Lithium Heavyweights Summoned for Industry Sit-Down | Daily Mining Show
#Nickel #Lithium #Heavyweights #Summoned #Industry
“Money of Mine”
We rip right into the juicy news today that Australian Resources Minister Madeleine King has summoned an urgent industry round table discussion on the back of the latest nickel and lithium news.
We then expanded upon Liontown’s (LTR) potential funding solutions as well as what analysts around…
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You guys continue to punch above your weight. Daily dose required. Cheers
If we still use Rusty Delroy's theory about price bifurcation for battery metals then it's possibly not going to be a natural market mechanisms but the intervention of politicians looking after their constituent's jobs, think about EU US Japanese and South Korean politicians and their voters in their respective downstream processing and car manufacturing industry. If the market can't price "clean/green/Social Licence to operate metals then trade barriers and tariffs will do the job.
The Ni market is already "broken" and uninvestible thanks to Mr. BigShot/Tsingshan and the LME's efforts in 2022, similar for Chinese Leipodolite flooding the market at the moment. This will either play out as a trade war and series of tariffs, or the economically rational supply will switch off and keep the metal in the ground, until an environmental incident in China or Indonesia takes out a large swathe of supply.
"…urgent industry sit-down as WA’s nickel, lithium woes spiral into crisis" I'm on the edge of my seat to see what ground breaking ideas come out of that meeting…
Talon Metals in Minnesota.. get built
Great presentation thank you compulsory listening
Share a list of all those books you've got sitting on the shelves
I'm living in Cambodia, watching the lithium market nosedive… But… Your ridiculous, yet pin-point accurate insights, commentary and humour keeps me sane and in good spirits. DON'T STOP!
Steve Donohue 😳😳😳
On ya lads
Agreed, Trav – even cashed up lithium companies would be well advised to batten down the hatches and ride out the storm.
Good bants fellas but maybe cover up those chicken legs or somethin
EVs ARENT HAPPENING!!!! The market is waking up and prices are following accordingly. EVs will never be the majority and the battery metals bubble is bursting.
Narly Cynicism in spades lovin it 👊
NIC please! Or are you awaiting the quarterly due on the 30th?
Nothing is more permanent than a temporary government program.
Subsidies the car industry for years now long gone
Don't get Joe Lowry on again for another 2 years imo. Goldman Sachs was right, he was wrong.
Miners earning 3-4 grand a week is the problem and shit productivity look what’s happening at the ports
ALBO should be sticking it to the US, buy our ferking nickel or we'll stop funding your imperialistic ambitions & egos.
I ask for a snip on TNC and u deliver the next day . Absolute love it lads .
Australia should never allow other nations t control the process of our minerals . Spot price markets should have been set up on the ASX and controlled by brokers in oZ . We’ve let this slip to china and the states to easily . Govt exemption taxes on lithium production and nickel to save jobs and help compete internationally. They make enough from wage tax anyway
This is the end.