Consulting analysts in tomorrow’s commodities and technologies


LITHIUM: Johnson Matthey achieves two major milestones in journey to commercialise eLNO

  • Date: 28-03-19
  • Category: LITHIUM
  • Source: Johnson Matthey

Johnson Matthey (JM), the global leader in science that makes the world cleaner and healthier, announces two major strategic developments in the commercialisation of eLNO®, its portfolio of market-leading ultra-high energy battery cathode materials:

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EMISSIONS: EU toughens CO2 limits for cars, in boost for electric vehicles

  • Date: 28-03-19
  • Category: EMISSIONS
  • Source: Europe Auto News

The European Union's plan to cut CO2 emissions from new cars by 37.5 percent by 2030 was approved European Parliament, removing the final political hurdle for the target.

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PALLADIUM: Palladium Prices Tumble From 'Bubble' Territory

  • Date: 28-03-19
  • Category: PALLADIUM
  • Source: Kitco

Analysts say that palladium prices may have been in “bubble” territory after the sharp rise since late summer, and some see potential for further weakness even after the metal shed 11% during the last two days.

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BATTERIES: Sibanye sees enticing growth in batteries

  • Date: 28-03-19
  • Category: BATTERIES
  • Source: IOL

JOHANNESBURG – Sibanye-Stillwater is exploring the possibility of relocating its primary listing outside of South Africa as it mulls growth opportunities in the battery industry. Chief executive Neal Froneman yesterday told the 2019 Joburg Indaba that the proposed listing would aid the company’s growth ambitions.

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ELECTRIC VEHICLES: China's Closing the $6 Trillion Electric-Car Gap

China is moving to close the $6 trillion cost barrier to the widespread adoption of electric cars. As part of its much-awaited new energy policy, China on Tuesday rolled back its subsidies and imposed tougher performance requirements for electric vehicles. Beijing’s outlays will be reduced by around 60 percent, after an initial transition period that lasts until June, while local-government handouts will be terminated.

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ELECTRIC VEHICLES: Millions of Electric Cars Needed in Germany's War on Pollution

Germany will need a massive jump in the number of electric cars plying the autobahn highways to make serious progress in cutting carbon emissions from the transport industry.

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ELECTRIC VEHICLES: New EU CO2 limits on cars risk triggering an invasion of fake ‘electric’ vehicles

On the day the European Parliament rubber-stamps stricter CO2 limits for new cars and vans, Transport & Environment (T&E) warns that carmakers can exploit loopholes in the regulation to push sales of fake plug-in cars over electric vehicles (EVs) with no tailpipe emissions. As the rules on crediting EV sales leave room for gaming, carmakers can supply half of all ´zero and low-emission´ cars needed to comply with stricter CO2 limits with fake ‘electric’ cars.

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AUTO SALES: China Scales Back Electric-Car Subsidies to Spur Innovation

  • Date: 26-03-19
  • Category: AUTO SALES
  • Source: Bloomberg

China will scale back subsidies on electric vehicles as the industry develops and costs go down, trying to encourage local manufacturers to rely on innovation rather than government assistance to spur sales.

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