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29.09.26 - 05:06
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South Korea looks beyond high-nickel NCM in battery push (Digitimes)
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South Korea is broadening its battery strategy beyond high-nickel NCM, stepping up investment in sodium-ion, all-solid-state and lower-cost technologies after acknowledging that its focus on high-performance batteries left it exposed to China's rapid expansion in the affordable LFP market....
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28.09.26 - 21:09
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"De-Globalization Endgame": Deutsche Bank Warns Historic Copper Squeeze Could Ignite 50% Rally (ZeroHedge)
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"De-Globalization Endgame": Deutsche Bank Warns Historic Copper Squeeze Could Ignite 50% Rally
London copper prices are near record highs at the start of the week, reinforcing the supercycle commodity bull-cycle thesis former Goldman Sachs commodities chief Jeff Currie outlined in August: "get long and buckle up." The convergence of tight physical markets, currency debasement and policy intervention is creating conditions for a sustained repricing of scarce resources.
From refined petroleum products and rare earths to industrial metals and certain agricultural commodities, tightening physical markets underpin our "own the bottlenecks" theme.
Deutsche Bank's head of metals research, Daniel Ghali, added urgency to that theme on Monday morning, warning that available copper inventories globally have fallen to "unprecedented lows." As US and Chinese stockpiling squeezes supplies available elsewhere, Ghali sees copper rallying roughly 50% to $22,050 a ton by...
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28.09.26 - 18:15
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Trump to announce massive steel plant in Iowa (The Hill)
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President Trump is set to announce Monday that a Minnesota company plans to build a $15 billion steel mill in Iowa. Mesabi Metallics also recently invested $2.5 billion in a brand new 7.5 million-ton iron ore mine in Minnesota. The company's executives will be present with Trump at the White House to unveil the project.......
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28.09.26 - 17:57
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Thyssenkrupp Steel strebt höhere Profitabilität an (Dow Jones)
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Von Andrea Figueras DOW JONES--Thyssenkrupp Steel strebt nach eigenen Angaben mittelfristig eine höhere Profitabilität an, während das Unternehmen Restrukturierungsmaßnahmen vorantreibt und seine Wettbewerbsfähigkeit stärken will. Die Sparte Stahl des ......
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27.09.26 - 21:15
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The DOE Demands Faster Uranium Enrichment Buildout. Who′s Answering The Call? (ZeroHedge)
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The DOE Demands Faster Uranium Enrichment Buildout. Who's Answering The Call?
DOE officials told Reuters they are pressing Centrus Energy, General Matter, and France's Orano to accelerate their new build programs.
The start of the Russia-Ukraine war in 2022 sent prices soaring across the nuclear fuel chain, as the start of the war was also followed by the US implementing a ban on importing Russian enriched uranium.
The panic of fuel for the US commercial reactor fleet not showing up evaporated almost immediately, as waivers were granted to any and all importers (mostly Centrus and US reactor-owning utilities). But, those waivers are set to expire at the start of 2028, and DOE's Michael Goff says there are no plans to extend them.
To solve the enrichment capacity gap, Washington is doing what they do best: throw as much money as they can at the problem. Earlier this year, money was getting thrown around at almost $1 billion per handful.
“If we are going to have this nuclear renaissance, we...
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