Articles On Mineral Commodities (ASX:MRC)

Reporting season wrap: PLS announces maiden divvy on $1.24bn NPAT, AKE and MIN also enjoy skyrocketing lithium profits +US$1.5bn of copper and cobalt is being stockpiled in the DRC due to a dispute If it hits the market cobalt prices will...

We are likely in the early stages of this battery metals super cycle: Sprott Asset Management Lithium supply ‘unlikely to keep up’; copper and nickel supply will also go into deficit Battery metals M&A also ramping up Our High Voltage...

AVZ’ problems compound with cancelation of mining licence decree for Manono lithium project Shareholders remain in limbo, with AVZ in suspension since May 2022 Aussie-based firm Recharge Industries has been named as the preferred bidder fo...

An often-overlooked component of lithium batteries is graphite and they won’t work without it. With a looming supply and demand squeeze on the horizon, companies like Mineral Commodities’ are in the box seat.

Tesla (NASDAQ:TSLA) has announced a 100GWh Gigafactory expansion in Nevada It could need up to 115,000t lithium, 15,000t cobalt, 14,000t manganese, 125,000t nickel and 170,000t graphite anode per year Standout Battery Metals Stocks of the...

Aussie markets expended a lot of energy to go precisely nowhere Guatam Adani left with less than US$93 billion after Hindenburg got into his shorts I had a really lovely holiday, and it’s great to be back at work. No, really…   It’s been...

Lithium producers are releasing some truly stunning numbers for the December quarter Analysts are upgrading their outlook for 2023; ASX producers are heading back towards all-time highs Battery Metals Weekly Winners: Conico, Patriot Batter...

A group including Mineral Commodities subsidiary Skaland Graphite has received more than €9 million in funding to develop the DINAMINE project in Europe that aims to make mines more efficient and sustainable.

Vanadium demand in batteries expected to grow ~10.6% a year between 2021 and 2050 New supply needed from 2029 as demand overtakes supply: WoodMac “The development of vanadium redox flow batteries for mega scale energy storage is developing...

Graphite and mineral sands player Mineral Commodities has welcomed Chief Financial Officer Adam Bick as its interim CEO after former Managing Director and CEO Jacob Deysel stepped aside for personal reasons.

Mineral Commodities (MRC) CEO and Managing Director Jacob Deysel resigns due to personal reasons While his resignation is effective immediately, Mr Deysel will remain with the company in an advisory capacity Mineral Commodities Chief...

The ASX is poised to open slightly higher on Friday US jobs data suggest the Fed may have to raise rates again Big Tech layoffs are gaining ground in the US   Aussie shares are expected to open marginally higher on Friday despite another...

Core Lithium ready to ship ore to China, with first shipment loaded Green Critical Minerals confirms 160km long rare earths trend in the NT Critical Resources to acquire Gullwing-Tot Lakes property in Canada   Our High Voltage column wrap...

Legal professional Brian Moller has been appointed chairman on sand and graphite miner Mineral Commodities’ board as the company eyes a new Esperance project and downstream processing in WA and Scandinavia.

Morgan Stanley bears warn lower Chinese demand could hit lithium prices in 2023 New US plant to double Yank cathode production by 2027 as customer General Motors plots electric makeover Top ASX battery metals stocks this week: NiCo Resourc...

The Takeovers Panel has criticised governance at Mineral Commodities while backing Mark Caruso’s bid to scuttle underwriting deal.

Energy transition metal ETFs a way for retail investors to get exposure to a variety of future-facing metals and stocks Examples on the ASX include CLNE, GMTL, XMET This week’s top battery metals stocks: Trek Metals, Winsome Resources Our...

After unveiling its five-year strategic plan in April, Mineral Commodities has finished the September quarter on a strong note with solid performances across its heavy mineral sand and battery mineral divisions

Highlights Mineral Commodities (ASX:MRC) is committed to enabling a better world through sustainable and responsible production of critical and industrial minerals and products. The Tormin Mineral Sands Operation is one of the world’s...

Pilbara Minerals sells 5,000t of lower grade (5.5%) spodumene for a record $US35.5m via Battery Material Exchange “We could see a bit of an M&A frenzy with producers like Pilbara, Allkem and IGO looking to secure strategic assets of sc...

China will extend its dominance in cathode production, increasing market share from 78% in 2022 to 87% in 2030: Benchmark And yet this will mostly be from Tier 3 producers, which currently do not supply EV market Tier 1 production — those...

Benchmark spikes, falls, recovers, trips again, stays down.   Small caps just fall Delta Drones, Danakali rise   Choppy, dicey, angsty trade on Monday. Low volumes and high volatility. It’s almost like the markets themselves are in fact s...

Mineral Commodities has landed a $3.94 million Australian Government grant to support the development of an integrated graphite ore-to-battery anodes business based on its Munglinup graphite project in WA.

The Australian Government has approved a series of grants to accelerate the development of the critical minerals resources industry as part of efforts to reach net zero. Resources and Northern Australia minister Madeleine King said the Gove...

Several ASX materials shares will receive $50 million in grants from the Australian Federal Government, according to an announcement this afternoon. The release said the grants would help the government reach its net zero ambitions by 2050...

As it seeks to capitalise on Europe’s fast-growing lithium-ion battery industry Mineral Commodities has struck an equity and collaboration agreement centred around a proprietary process used to purify graphite.

Mineral Commodities (MRC) signs a non-binding offtake and funding agreement with industrial garnet company GMA Group’s subsidiary, Garnet International ResourcesThe offtake agreement will form the foundation of expanding the company’s reven...

As it looks to transition to a supplier of higher value finished products Mineral Commodities has entered into a non-binding offtake and funding agreement with Garnet International Resources.

Investor sentiment for rare earths stocks is flying There is about 750g of magnet rare earths on every EV motor, about 2 tonnes in offshore wind turbines  EVs, wind turbines are exponential growth sectors Our High Voltage column wraps all...

At least 384 new graphite, lithium, nickel, and cobalt mines are needed in the next 12 years, Benchmark predicts 97, 56,000tpa natural flake graphite mines will need to be built 74 new lithium mines with an average size of 45,000 tonnes LC...

ASX-listed Mineral Commodities has revealed dual improvements in the underlying values of EBITDA and profit performance with increases of 182 per cent and 37 per cent respectively when compared to 2021.

ASX lithium miners are raking it in, a trend set to continue for a while yet CATL’s new batteries travel an impressive +1,000km between each charge Last week’s top ASX performers: Anson, White Cliff, Dart Mining  Our High Voltage column w...

After flying airborne geophysical surveys over its newly granted De Punt exploration area Mineral Commodities sees potential extensions to its heavy mineral sands deposits in South Africa.

Ford slashes 3,000 jobs as shift to EVs gathers pace At least 2 significant producers in Sichuan have suspended lithium production, while another has halved output due to the heatwave-driven powercrunch: Fastmarkets Last week’s top ASX per...

Emerging semi-solid battery technology uses a lot more lithium; battery metal shortfall may hamper rollout Are weakening cobalt prices about to get a boost? ASX lithium stocks bouncing back as more evidence emerges of long term supply shor...

After unveiling its five year strategic plan in April, Mineral Commodities has finished the June quarter on a strong note with solid performance across its heavy mineral sands and battery minerals divisions.

Mineral Commodities has been granted a prospecting right to explore at the neighbouring Inland Strand site next to its existing Western and Eastern Strand heavy mineral sands deposits in South Africa.

The US Department of Energy’s loan programs office is open to Aussie producers Energy Secretary Jennifer Granholm wants to reduce reliance on China’s battery metals Rimfire Pacific Mining gains full control of the Broken Hill Cobalt Projec...

Effective battery recycling will be crucial to meeting future metals demand ASX battery recycling stocks include Neometals, Hannans, and Lithium Australia Weekly small cap standouts: Panther Metals, Odessa, Flynn Gold Our High Voltage col...

Battery producers look to increase energy density and drive down raw material costs CATL’s Qilin battery is 13% more powerful than the one planned by Tesla Stellantis adds 5 years to lithium offtake agreement with Vulcan Energy   Our High...

Aussie-listed lithium pure plays Pilbara Minerals (ASX:PLS) and Allkem (ASX:AKE) are down 40% and 10%, respectively, year-to-date Both are pulling in record revenues Meanwhile, lithium contract prices are still rising Our High Voltage col...

Benchmark gives four reasons why Goldman Sachs is wrong on lithium oversupply claims Chinese lithium — Goldman’s most significant source of new supply — is low quality and expensive Lithium contract pricing continues to rise Our High Volt...

ASX lithium stocks suffered selldown after major investment bank Goldman Sachs called top of battery metals boom Cowen disagrees, models 19% deficit to demand from 2023-2030 Stock prices don’t reflect current high lithium prices: Jefferie...

Sans coal and oil, battery metals are blowing the rest of the commodities complex away in 2022 Lithium carbonate and hydroxide are up 85% and 127% respectively A breakdown of 2022’s five most popular ASX battery metals stocks Our High Vol...

Cobalt deficit starts to widen from 2024, with no end in sight Labor’s election victory good for “battery material stocks, hydrogen, or new technology”: Far East Capital Booming EV sales will still fall well short of 2050 targets, IEA says...

Mineral Commodities has signed a graphitic anode sales and marketing Memorandum of Understanding with global commodity trading and logistics company Traxys to market the company’s downstream graphite products.

Mineral Commodities has signed a Memorandum of Understanding with Mitsubishi Chemical Corporation that is expected to result in its introduction to the European anode-materials supply chain ahead of schedule.

High prices for raw materials like lithium and nickel add ~$US12,600 to cost of Silverado EV Carmakers, battery makers increasingly investing in cheaper, better solid-state tech This week’s biggest ASX movers: Galileo, Conico, Greenstone...

To find 10-bagger stocks investors often go “where the industry is less comfortable”: Rick Rule But risks abound. Lithium favourite AVZ is the latest ASX stock to potentially come unstuck in a Third World jurisdiction Global energy transit...

Graphite and mineral sands player Mineral Commodities has lifted the curtain on its five-year strategic plan to see the company vertically integrate itself into the battery and heavy mineral sectors.