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12.10.26 - 14:27
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Chinese Lithium Futs Plunge As EU Hybrid Cap Deals Fresh Blow To Battery Demand (ZeroHedge)
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Chinese Lithium Futs Plunge As EU Hybrid Cap Deals Fresh Blow To Battery Demand
Lithium futures in China plunged on Monday after a Bloomberg report said the European Union will cap imports of Chinese hybrid vehicles at 350,000 per year, with the "safeguard measure" set to take effect in the coming weeks.
Under a four-year safeguard measure that could take effect Dec. 1, the bloc will limit Chinese hybrid imports to 350,000 vehicles in the first year, according to the report. The quota would increase by 6% annually from the second year, while the broader safeguard would cover other suppliers to comply with World Trade Organization rules.
In the note titled "EU Caps Chinese Hybrids At 350,000 As Deutsche Maps Every Trade Weapon Left In Europe's Arsenal," we outlined that EU imports of Chinese hybrids would be roughly 45% below this year's run rate of 650,000 vehicles.
The immediate market response to this new development was a 10% drop in the most-active lithium contract on...
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11.10.26 - 00:15
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UBS Sees Copper As "Highest-Conviction" Theme, Names Four Miners To Ride Supply Squeeze (ZeroHedge)
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UBS Sees Copper As "Highest-Conviction" Theme, Names Four Miners To Ride Supply Squeeze
Copper futures in London closed near record highs to end the week, as desks at JPMorgan and Deutsche Bank have recently warned that dwindling global supplies of the industrial metal could produce another leg higher.
Théa Ziegler, a member of UBS' US equity advisory sales team, wrote in a note on Friday afternoon that "copper remains one of the highest-conviction commodity themes."
Ziegler said demand from electrification and data-center construction is expected to outpace supply growth and support high prices, as hopes for lower prices fade in a theme best described as scarcity.
"Copper remains one of the highest-conviction commodity themes, with electrification, data-center buildouts and persistent supply constraints continuing to support a constructive long-term outlook. The key takeaway for investors is that supply growth is expected to lag demand growth for several years, und...
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09.10.26 - 14:12
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JPM Warns Strike At Major Chilean Copper Mine Could Deliver "Significant" Production Hit (ZeroHedge)
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JPM Warns Strike At Major Chilean Copper Mine Could Deliver "Significant" Production Hit
A new potential bottleneck has emerged in the global copper market as London futures hover just shy of record highs amid persistent scarcity concerns.
Natalia Corfield, JPMorgan's head of Latin America corporate credit research, wrote in a note earlier today that a strike at Centinela, a major source of Antofagasta's copper production in Chile, has begun and could soon impact production.
"Antofagasta is facing its first-ever strike at the Centinela copper mine in Chile, set to begin this morning after mandatory mediation between the company and the Minera Esperanza and Distrito Centinela unions failed to produce an agreement," Corfield wrote in the note.
She continued:
The unions, representing more than 700 workers, say the dispute centers on pay and benefit disparities between employees doing identical jobs but belonging to different unions, and they accuse Antofagasta of rej...
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08.10.26 - 18:26
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The Gas Station Gets Its Gas: NANO′s Laser Enrichment Partner Takes Delivery Of Its First Uranium (ZeroHedge)
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The Gas Station Gets Its Gas: NANO's Laser Enrichment Partner Takes Delivery Of Its First Uranium
Last week NANO Nuclear bought the license to handle the back end of the fuel cycle. This week, the front end showed up in a cylinder.
On Thursday morning, LIS Technologies (LIST), the privately held laser enrichment company in which NANO Nuclear (NNE) is a shareholder and strategic partner, announced that it has accepted its first shipment of uranium hexafluoride (UF6) at its Demonstration Test Loop facility in Oak Ridge, Tennessee, on the footprint of the former K-25 gaseous diffusion plant, a cornerstone of the Manhattan Project. In other words, uranium is back at K-25, only this time it's going in front of a laser.
It's a milestone that matters well beyond a private startup's press release, because, as we explained in "NANO Nuclear Buys The One Thing You Can't Speed Up: A Fuel-Cycle License" last week, NANO is quietly assembling something no other microreactor developer has: an e...
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