Consulting analysts in tomorrow’s commodities and technologies


PGM PRODUCERS: Impala Platinum delays job cuts due to improved earnings - sources

LONDON/JOHANNESBURG (Reuters) – Impala Platinum <IMPJ.J> will delay cutting thousands of jobs and closing some capacity at its main South African mine due to operational improvements and higher commodity prices, two sources with direct knowledge of the matter said.

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RUTHENIUM: MAMR Mia! Western Digital's 18TB and 20TB microwave-energy hard drives out soon

  • Date: 04-09-19
  • Category: RUTHENIUM
  • Source: The Register

Western Digital said demand for high-capacity data centre disk drives will keep up over the next few years as it told the world it would begin shipping samples of its new MAMR 18 and 20TB drives over the next four months.

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HYDROGEN: Hydrogen-powered bicycles offer new electromobility concept

  • Date: 04-09-19
  • Category: HYDROGEN
  • Source: PV Magazine

The bike can travel 150km without rider assistance, much further than an electric bike using lithium-ion batteries, which can only clock around 50km. The bike weighs 29kg, with its hydrogen system approaching 7kg, the same weight as an electric battery of equivalent capacity. The next model is expected to be lighter, at 25kg, and to boast a longer range.

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BATTERIES: Battery recycling: CATL & Brunp Recycling launch joint venture

  • Date: 04-09-19
  • Category: BATTERIES
  • Source: Electrive

The Chinese battery manufacturer CATL and its subsidiary Brunp Recycling are planning to set up a joint venture for cathode materials. In this way, CATL intends to broaden its own supply of important raw materials.

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ESKOM: South Africa's ailing Eskom faces emissions violations, could shut plants

  • Date: 04-09-19
  • Category: ESKOM
  • Source: Reuters

JOHANNESBURG (Reuters) - South Africa’s cash-strapped power utility Eskom could be forced to shut some plants if it fails to reduce emissions, its chief operating officer warned on Wednesday, raising the specter of further blackouts.

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LITHIUM: Pilbara Minerals Equity Capital Raising

  • Date: 04-09-19
  • Category: LITHIUM
  • Source: Pilbara Minerals

Company executes Share Subscription Agreement with China’s largest EV battery manufacturer (CATL) who will emerge with a 8.5% stake in Pilbara Minerals following completion of a A$ 55.0 million strategic placement, further supporting the Company’s strategic objectives and validating the quality of the world-class Pilgangoora Project

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FUEL TYPES: Fuel types of new cars: diesel -16.4%, petrol +1.7%, electric +35.6% in second quarter of 2019

  • Date: 04-09-19
  • Category: FUEL TYPES
  • Source: ACEA

Brussels, 4 September 2019 – In the second quarter of 2019, the EU new-car market shifted further towards petrol vehicles. Petrol now represents nearly 60% of all new passenger car registrations, while demand for diesel continued to fall during the second quarter.

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AUTO SALES: EVs Temporarily Stumble in Biggest Market But Respite Seen

  • Date: 03-09-19
  • Category: AUTO SALES
  • Source: BNEF

The drop in passenger electric vehicle sales in China last month and stagnating sales for the remainder of the third quarter are likely only a temporary blip for the world’s largest EV market, according to a report from BloombergNEF.

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