Consulting analysts in tomorrow’s commodities and technologies


PGM PRODUCERS: Lenders agree to retain covenant terms on Sibanye-Stillwater debt despite ructions

THE health of Sibanye-Stillwater’s balance sheet is likely to remain a theme of the company’s business case throughout 2019 as it was in 2018, but today the firm took comfort in lenders agreeing to the upper limits of covenants against its debt.

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CHINA: The People's Bank of China announces the 2019 precious metal commemorative coin project issuance plan

  • Date: 11-01-19
  • Category: CHINA
  • Source: Chinese Government

The People's Bank of China 2019 precious metal commemorative coin project issuance plan includes 13 projects and 66 varieties.

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ELECTRIC VEHICLES: A Reuters analysis of 29 global automakers found that they are investing at least $300 billion in electric vehicles, with more than 45 percent of that earmarked for China.

Global automakers are planning an unprecedented level of spending to develop and procure batteries and electric vehicles over the next five to 10 years, with a significant portion of their budgets targeted at China, according to a Reuters analysis of public data released by those companies.

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EMISSIONS: Real-world vehicle fuel consumption gap in Europe is stabilizing

  • Date: 10-01-19
  • Category: EMISSIONS
  • Source: ICCT

For the first time in years, the discrepancy between passenger vehicle type-approval test results and in-use fuel consumption and carbon dioxide (CO2) emissions did not increase, indicating a stabilization at around 39 per cent

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AUTO SALES: China's Car Sales Just Fell for First Time in Over 20 Years

  • Date: 09-01-19
  • Category: AUTO SALES
  • Source: Bloomberg

The growth engine for the world’s car industry has been thrown into reverse, with China recording the first annual slump in auto sales in more than two decades -- though progress in trade talks with the U.S. and planned government incentives offer a ray of optimism.

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MACROECONOMICS: Germany Isn’t Floundering, Despite the Data

After Tuesday’s disappointing industrial output data, the German economy could be headed for a technical recession – two consecutive quarters of negative growth. “Technical,” however, is the operative word; the country isn’t really in trouble, at least not yet, and the worrying data are driven by a single regulatory change that has wreaked havoc on the domestic car industry.

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PALLADIUM: Palladium Just Smashed Another Record

  • Date: 08-01-19
  • Category: PALLADIUM
  • Source: Bloomberg

Palladium’s premium to platinum jumped to a record, building on its ranking as the best-performing metal of 2018.

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LITHIUM: Albemarle starts earthworks at WA lithium plant

  • Date: 08-01-19
  • Category: LITHIUM
  • Source: Mining Weekly

Albemarle has started earthworks at the Kemerton strategic industrial area, in Western Australia, after receiving all the required federal and state government environmental approvals for the planned Kemerton lithium hydroxide plant.

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