Consulting analysts in tomorrow’s commodities and technologies

News

SOUTH AFRICA: Market shrugs off battle of wills as AMCU gold strike nears four-month mark

SHARES in Sibanye-Stillwater are nearly 72% higher since the Association of Mineworkers & Construction Union (AMCU) started its strike at the company’s South African gold mines on November 25 last year.

View full story

EMISSIONS: 48V Technology Growing Into Its Own

  • Date: 06-03-19
  • Category: EMISSIONS
  • Source: Wards Auto

Driven by tightening CO2 emissions rules and the rapid retreat from diesel technology, the consultancy LMC Automotive forecasts 48V technology’s use in Europe will grow to 33.0% of light vehicles in 2030 from 0.4% in 2018.

View full story

ELECTRIC VEHICLES: Trump's America overtakes ‘green’ Europe in the electric car race

The US has become the second largest electric passenger car market in the world [1], selling 361,000 EVs in 2018 (a 2.1% market share) and relegating Europe to the third place with 302,000 cars (or a 2.0% market share), new analysis by Transport & Environment (T&E) shows. China continues to top the ranking with over one million EVs sold last year and an EV market share of 4%.

View full story

EMISSIONS: JATO: European new car CO2 emissions highest average since 2014; shift from diesel to gasoline and SUVs rise

  • Date: 05-03-19
  • Category: EMISSIONS
  • Source: Green Car Congress

An analysis by JATO Dynamics has found that average new vehicle CO2 emissions in European increased in 2018, with the total average increasing by 2.4 g/km to 120.5 g/km in 2018—the highest average of the last four years. The analysis covered 23 markets in Europe and found a direct correlation between diesel car registrations and average CO2 emissions.

View full story

AUTO PRODUCTION: BMW may stop making Mini at Cowley if there is no-deal Brexit

BMW has said it might be forced to stop making the Mini at its Cowley plant near Oxford in the event of a no-deal Brexit, putting more than 100 years of carmaking at the site at risk.

View full story

AUTO SALES: UK new car market stable in February, as EVs shift up a gear

  • Date: 05-03-19
  • Category: AUTO SALES
  • Source: SMMT

British new car market stable in February, rising 1.4% following January dip, marking solid start to 2019.

View full story

CHINA: China Lowers Growth Target and Cuts Taxes as Economy Slows

  • Date: 05-03-19
  • Category: CHINA
  • Source: Bloomberg

China lowered its goal for economic growth and announced a major tax cut, as policymakers seek to pull off a gradual deceleration while grappling with a debt legacy and the trade standoff with the U.S.

View full story

COBALT: Billionaires Are On the Hunt for New Underground Cobalt

  • Date: 04-03-19
  • Category: COBALT
  • Source: Bloomberg

A coalition of billionaires led by Bill Gates has thrown its financial weight behind a startup hoping to build a "Google Maps for the earth’s crust" to hunt for new sources of cobalt.

View full story

Categories