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22.08.26 - 02:42
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Mobility Data Flashes Warning Sign Along Pakistan′s Iran-Linked Copper-Corridor (ZeroHedge)
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Mobility Data Flashes Warning Sign Along Pakistan's Iran-Linked Copper-Corridor
AI-powered geospatial data platform xMap's data scientist, Dana Harrison, asked in a LinkedIn post: "Can Mobility Data Spot Commodity Supply Risk Before the Market Does?"
Harrison used location data from points of interest and human mobility data to focus on what she says are "changes in human movement" over recent months along Pakistan's Chagai copper-gold corridor, home to Saindak and the massive Reko Diq development, which is located near the Iranian border.
Harrison continued:
On this episode of The Reckless Rabithole, I noodled around with xMap mobility data along Pakistan's Chagai copper-gold corridor, home to Saindak and the massive Reko Diq development.
During a period of growing security and logistics disruptions, mobility in Nushki and Dalbandin began to diverge materially from comparable locations elsewhere in Balochistan, with both ending July roughly 20 index points below the re...
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21.08.26 - 14:06
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HSBC Warns Global Zinc Market Is Flashing Signs Of Tightness (ZeroHedge)
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HSBC Warns Global Zinc Market Is Flashing Signs Of Tightness
HSBC's Global Commodity Team warned Thursday that the zinc market is flashing warning signs of extreme tightness:
Global zinc mine supply remains tight: HSBC's Global Commodity Team expects global mine supply to fall 2.1% y-o-y to 12.5mt in 2026, driven mainly by lower production in Latin America.
The zinc market is expected to be slightly tight in 2026e, driven by a modest recovery in demand in Europe and North America amid supply disruptions at smelters and mines.
Overall, concentrate supply remains tight, and there have been smelter disruptions as well. Zinc demand has held up.
Here's where the physical tightness is emerging: Zinc for immediate delivery on the London Metal Exchange traded at a premium of as much as $132.37 a ton over three-month futures Thursday, the widest backwardation this year.
The spread signals intensifying competition for readily available metal in warehouses. Benchmark zinc rose 1.1% to $3,802 a ton ea...
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21.08.26 - 12:36
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Forscher der TU Graz „durchlöchern“ das Kristallgitter von Lithium-Titanat (Electrive)
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Forschende der TU Graz haben einen Weg gefunden, die Ionen-Leitfähigkeit von Lithium-Titanat massiv zu steigern. In Experimenten konnten sie zeigen: Gezielt erzeugte Defekte im Kristallgitter "aktivieren einen bislang blockierten Transportweg für Lithium-Ionen". Noch handelt es sich aber um klassische Grundlagenforschung....
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