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Congo launches state-owned cobalt miner

The non-exclusive supply deal will also see Trafigura finance the creation of strictly controlled artisanal mining zones, buying centres and logistics to trace supply. DRC holds around 70% of the world’s reserves of cobalt, crucial for the lithium-ion batteries used in the fast-growing electric vehicle (EV) sector. Congo’s artisanal miners are the world’s second largest source of cobalt after the country’s industrial mines. Consultancy CRU […]

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QTR #246 – Andy Schectman: Silver Squeeze Could Happen, Bitcoin Is “For Real”

Andy joins me to talk bitcoin, silver squeeze rumors and the state of our clowned out markets. Andy is the President & Owner of Miles Franklin Precious Metal Investments. Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $5 billion in sales, Andrew […]

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Bill Gates Is Selling Out Of His Stocks & The Reasons Behind It Are Frightening

Bill Gates has sold 11 stocks and bought just 1 if you look at his recent 13f filings. Let’s go over the stocks that he sold (& the 1 he bought), and analyze the potential reasons why he is selling. 📊 Sven Carlin (Expert Investor) Portfolio & Free Investing Course: http://bit.ly/SvenCarlinPortfolio ✔️Start Investing Now: https://m1finance.8bxp97.net/Yr71K 💰 Get FREE STOCKS With WeBull: http://bit.ly/WeBullStock __________________________________ So we […]

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DiMartino Booth Breaks Down Personal Finance, Post-Pandemic with Adam Sosnick — Valuetainment

Adam Sosnick sits down with Danielle DiMartino Booth — Breaks Down Personal Finance in a Post-Pandemic World #QuillIntelligence #ResearchRevolution #Valuetainment Order the book Fed Up https://amzn.to/2UUxhQP​ About the Danielle: As Founder & CEO of Quill Intelligence, DiMartino Booth set out to launch a #ResearchRevolution​, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to […]

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Musk grabs Elon lithium project in Quebec

“Fuelled by the recent shift to electric vehicles, demand for battery metals and materials has skyrocketed,” chief executive Nader Vatanchi said in the statement. While most people think of Elon Musk, the founder and CEO of electric cars maker Tesla, when they see the words “Musk” and “Elon” together, the billionaire is not associated to the company or the project. He has, however, expressed his […]

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Richard Koo: How Excessive Corporate Debt Could Thwart Future Economic Growth (w/Ed Harrison)

Subscribe to the Real Vision Crypto channel for more crypto-related content: http://rvtv.io/SubscribeRVCrypto Richard Koo, chief economist at Nomura Research Institute, returns to Real Vision to update his framework on how key economic variables such cash, liquidity, savings, and debt have been impacted by the global recession. In this interview with Real Vision managing editor Ed Harrison, Koo applies to the current situation his noted theory […]

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Top 14 UBS battery metals forecasts after VW teardown J5gTYi

Top 14 UBS battery metals forecasts after VW teardown

On the back of technology and cost breakthroughs, many compelling new models hitting the market and continued regulatory support, UBS made some adjustments to its forecasts.  UBS upgraded its already rosy forecasts, which were only made last November, and the bank is now among the most bullish on EV penetration and battery raw material demand through 2030:   EV adoption rate is upped from 17% to […]

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Lynette Zang: Why You Must Get Out of the System; The Fed’s Master Plan

The Federal Reserve has been unable to hit their 2% inflation target, but Lynette Zang, Chief Market Analyst at ITM Trading, contends that the central bank is getting prepared because they expect to lose control of inflation soon. She adds that it plans to quietly introduce a cashless system with an 18-step plan in 2021. “This new system will enable the Fed to deposit money […]

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Top five EV makers responsible for 50% of cobalt deployed in 2020

When it comes to manufacturers, Adamas found that the top five EV makers by cobalt deployed onto roads in 2020 accounted for 49% of the global total. Volkswagen Group led the pack with nearly 3,000 tonnes of the blue metal deployed in the batteries of new VW, Audi, Porsche, and SEAT electric vehicles, as well as those manufactured with joint venture partners in China. “In […]

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Denison raising $75m for physical inventory of uranium

In a release, the company said it expects the purchase will strengthen its balance sheet and enhance its ability to access project financing, potentially by using the holdings as collateral. The uranium could also give Denison increased flexibility to negotiate long-term supply arrangements with future customers along with production from Wheeler River, if the in-situ recovery project is developed. “The physical uranium holdings that we […]

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The SPAC Boom Apex, Market Memes, & the Biggest Opportunities in Tech (w/Josh Wolfe & Michael Green)

Because of their favorable structure, SPACs have become the vehicle of choice for founders and venture capitalists to bring private startups to the public market—even with the explosion of SPACs in 2020, we are already on record setting pace in 2021. In this interview with Mike Green of Logica Capital, Josh Wolfe of Lux Capital breaks down exactly why the SPAC structure is so favorable […]

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Aluminum price hits 9-year high on Chinese supply concerns

“This could translate to a 100,000-tonne annual aluminum output reduction,” CRU analyst Wan Ling told Reuters. Aluminum for delivery in June was down 1.27% on Tuesday, after futures touched $2.245 a tonne on the Comex market in New York. The most-traded April aluminum contract on the Shanghai Futures Exchange climbed as much as 2.6% to 17,980 yuan ($2,766.15) a tonne, a level unseen since August […]

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Over a hundred known, potentially contaminated mine waste sites in British Columbia – NGOs

The maps also show whether mines are proposed (16), operating (17), in care and maintenance (17), closed/abandoned (84), or historic sites that are being redeveloped for further mining (39). After gathering the information that makes up the maps, SkeenaWild and the BC Mining Law Reform Network noticed that only two of the 173 sites analyzed are demonstrated to pose no current water contamination threat. Meanwhile, […]

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Cathie Wood Speaks On The ‘Stock Market Bubble’

A lot of investors are concerned that the stock market is in a bubble in 2021. In this video we go over Cathie Woods opinion on whether it is or not… 📊 Sven Carlin (Expert Investor) Portfolio & Free Investing Course: http://bit.ly/SvenCarlinPortfolio ✔️Start Investing Now: https://m1finance.8bxp97.net/Yr71K 💰 Get FREE STOCKS With WeBull: http://bit.ly/WeBullStock 📚 Chapters 📚 00:00: Is The Stock Market In A Bubble? 03:05: […]

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Yield Curve Control, Non-Fungible Tokens & a Wobbling Equity Market (w/Raoul Pal & Ash Bennington)

Real Vision CEO and co-founder Raoul Pal joins senior editor Ash Bennington to make sense of a bond market trying to regain its footing and a wobbling equity market vulnerable to an ignited dollar. Raoul argues that inflation is probably on the horizon but insists that it will be temporary cyclical, not secular. Raoul estimates that the Federal Reserve’s pledge to target maximum employment – […]

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The road to the first US domestic lithium supply chain

The Piedmont Lithium project is located in the Carolina Tin-Spodumene Belt (TSB) and along trend to the Hallman Beam and Kings Mountain mines, historically providing most of the western world’s lithium from the 1950s through the 1980s, the company says. The TSB has been described as one of the largest lithium regions in the world, and that its project in North Carolina is the only […]

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Cobalt, nickel free electric car batteries are a runaway success

Apart from buses and special purpose vehicles, LFP is associated with tiny (and probably tinny) city runabouts like Wuling‘s Hong Guang Mini EV (jv with GM) which this year overtook the Model 3 as China’s bestelling EV.  NCM (nickel-cobalt-manganese) and NCA (nickel-cobalt-aluminum) dominate the market for electric cars and LFP fares badly against ternary cathode batteries in terms of energy density – and therefore range […]

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The Macro “Endgame”: Growth, Gold, Deflation, and the Dollar (w/Lyn Alden and Eric Basmajian)

Eric Basmajian, founder and editor at EPB Macro Research, joins Lyn Alden of Lyn Alden Investment Strategy to break down his near-term outlook on the global economy as well his longer-term framework for macro investing. Basmajian notes that the growth rate in industrial output, the pick-up in demand for commodities, and a steepening yield curve indicate a growth pick-up. Alden and Basmajian explore the significance […]

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Energy Fuels to start rare earth recovery in Utah

Energy Fuels also expects to recover the uranium in the ore, which will be used as fuel for the generation of clean, carbon-free nuclear energy. Monazite is one of the highest-value REE-bearing minerals in the world The company expects to sell its mixed REE carbonate to Neo Performance Materials, which will process this material at its facility in Europe and manufacture separated rare earth products available to […]

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Goldman Does The SLR Math, Stumbles On An Huge, $2 Trillion Problem

Last week, ahead of Jerome Powell’s Thursday zoomconference with the WSJ, we wrote why “The SLR Is All That Matters For Markets Right Now.” Unfortunately, neither Jerome nor his hapless WSJ interviewer addressed this $64 trillion elephant in the room, but that doesn’t mean it has gone away and on the contrary, as Goldman’s banking analyst Richard Ramsden writes today, “investor focus on the implications of […]

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