Uranium supply versus demand in 2020

Cobalt 27 agrees to streaming finance deal with Australian miner

Threat of Cobalt Supply Shock Is Top Risk for Electric Vehicles | Bloomberg

Nickel demand rising: EV story ‘not a red herring’: Goldman Sachs | AMM

Boeing-Backed Startup Lands JetSuite for Electric Plane’s Debut | Bloomberg

U.S. confirms list of 35 key minerals, targets domestic supply boost | Reuters

UPDATE 1-China’s Zhejiang Huayou targets 30,000 T in cobalt output in 2018 | Reuters

Ryan Zinke moves to protect critical minerals from foreign threats | Washington Examiner

RPT-COLUMN-Sanctions stresses still bubbling in aluminium market: Andy Home

Kazakhstan Plans IPO of World’s Largest Uranium Miner | WSJ

What Do Tesla, Apple and SoftBank Have in Common? They’re All Hot for Lithium | WSJ

‘We’re right at peak gold’: All major deposits have been discovered, declares Goldcorp chairman | Financial Post

FORECAST: EV nickel demand to surge tenfold by 2025, Vale says

METALS-Copper bouyed by upbeat Chinese data, capped by strong dollar | Reuters

Repsol to End Pursuit of Oil Growth | Bloomberg

Mining Stock Education: Documenting One Man’s Investing Journey | Digital Dredge Podcast

The Missing Link for Gold | The Daily Gold

Base/Precious Metal Price Performance Remains Muted Despite Iran Controversy | Haywood Securities

Japan now has more electric car charge points than petrol stations | Guardian

Macro Tourist Gold Commentary: ONE OF THESE THINGS IS NOT LIKE THE OTHERS

David Erfle | Gold & Junior Gold Equities Summer 2018 Outlook

Rising Crude Oil Keeps Gold Above Critical Support | David Erfle

Haywood Securities Uranium Sector Update

Uzbekistan ready to privatize airline, will keep hold of gold | Reuters

Electric vehicles driving high cobalt prices | North Mining News

Vista Gold’s Mt Todd Project: Providing Benefits to Local Residents and Shareholders through a Community-based Project

Eight Capital continues to recommend Energy Fuels as vanadium operations resume at White Mesa Mill

South Africa Mines Output Shrinks Most in Two Years in March | Bloomberg

Kinross Reels as Two More Africa Nations Seek Mining Payoffs | Bloomberg

Another reactor at Genkai plant in Saga heads for restart in late May | Japan Times

Dustin Angelo, Anaconda Mining $ANX on Proposed Deal with Maritime $MAE | CEO.ca

Battery metals supply crunch to slow near-term EVs growth — Moody’s | Mining

Nevsun Resources rejects C$1.5 billion offer from Lundin Mining, Euro Sun

James Sykes | Appia Energy Exploration Update for Alces Lake High-Grade Rare Earth Property

Gold’s Fundamentals are not Bullish…Yet | The Daily Gold

Comparatively high exploration spending belies sagging discovery rate – S&P Global

Azarga Uranium and URZ Energy Announce Merger to Create New US Focused ISR Uranium Development Company

Shift to renewables would save Australians $20bn a year – report | Guardian

The global electric-vehicle market is amped up and on the rise | McKinsey

Gold Equity Price Performance Remains Mixed | Haywood

Greg Weldon on Gold’s Outlook | The Daily Gold Podcast

Three Month Gold Consolidation in Jeopardy | David Erfle

Uranium Loses Power as U.S. Miners Seek Protection | WSJ

You Don’t Have to Dig a Mine to Run One, Female Leaders Say | Bloomberg

Panasonic reduces Tesla’s cobalt consumption by 60% in 6 years … | Benchmark Minerals

VW Just Ordered $48 Billion in Electric Car Batteries. That’s About What Tesla Is Worth Right Now | Fortune

Tahoe Announces Successful Resolution to La Arena Strike; Operations to Resume to Normal Levels Within 48 Hours

Peter Hug | Precious Metals Trading Advice from a 40-year Veteran

Global fertilizer prices hang on cost of China’s greener future | CRU

Wide gap in Zinc TCs reflect market near its turning point | ING

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