The Battery Show

Feb 19 2025 72 ep. 26 mins

The Battery Show Podcast artwork

A Crux Investor show giving you a guide to all things battery metals with Mark Selby and other industry experts.

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Cash-Rich Copper Explorers Soar While Major Miners Play Safe

Feb 19 2025 52 mins

Recording date: 18th February 2025The copper market has seen moderate price strengthening in early 2025, with prices reaching $4.20-$4.30/lb despite LME inventory increases in late 2024. Major producers including BHP, Rio Tinto, Freeport, and Capstone are taking a conservative approach, focusing on brownfield expansions rather than new greenfield developments due to capital intensi

Nickel Market Shows Resilience Amid Global Supply Chain Shifts

Feb 14 2025 15 mins

Recording date: 13th February 2025The nickel market has maintained remarkable stability, trading between $15,000-15,800 since December 2024, with London Metal Exchange (LME) inventories showing only modest increases of 4,000 tons despite analyst predictions of significant surpluses. This stability through the Chinese New Year period suggests underlying market strength.Indonesia's s

Nickel Outlook: Stainless Steel Growth, Middle East Investors Eye Critical Minerals

Jan 30 2025 22 mins

Recording date: 29th January 2025Kung Hei Fat Choi – Happy New YearOver the past 2 weeks, nickel made a strong break of over 16,000 per tonne off the $15,000 low set earlier in the month but couldn’t escape the Trump turbulence, which dragged metals prices back down, although nickel has dropped less than some other metals like zinc. Over the last 2 weeks, we have seen NPI price

How Indonesia's Nickel Strategy Is Reshaping Global Markets

Jan 15 2025 34 mins

Recording date: 12th of January, 2025Indonesia, controlling roughly two-thirds of global nickel supply, is positioned to significantly influence nickel prices in 2025 by actively managing its output. The country is expected to target prices in the $20,000-$21,000 per tonne range, according to Canada Nickel CEO Mark Selby. This price target reflects Indonesia's strategic interests,

Tin Market Faces Supply Challenges Amid Growing Energy Transition Demand

Jan 13 2025 38 mins

Interview with Tim Moody, President & CEO of Pan Global Resources Inc.Andy Home, Senior Metals Correspondent, ReutersRecording date: 8th January 2025The tin market is experiencing significant transformation as the metal's role in the global energy transition becomes increasingly critical. As a crucial component in electronics soldering and solar panel coatings, tin demand is ex

Copper Bottomed: Why 2025 Could Mark Copper's Supply-Demand Tipping Point

Dec 23 2024 45 mins

Recording date: 20th December 2024The global copper market is poised for significant growth, with BHP projecting a 70% increase in demand through 2050, driven by economic development, energy transition, and digital infrastructure expansion. This growth trajectory, averaging 2% annually, builds on historical demand that grew at 3.1% annually over the past 75 years.The current market

Why Indonesia's Supply Strategy Could Send Nickel Prices Soaring in 2025

Dec 21 2024 12 mins

Mark Selby, CEO of Canada Nickel CorpRecording date: 20th December 2024Mark Selby, a prominent nickel industry expert, predicts nickel prices will reach $20,000 per ton by the end of February 2025, driven by supply constraints and steady demand growth. Despite current prices hovering around $15,000 per ton after sliding from a $21,000 peak in May 2024, several factors point to an i

Supply Constraints and Growing Demand Create Opportunities in Nickel Market

Dec 03 2024 25 mins

Recording date: 25th November 2024The nickel market has faced some headwinds in recent months due to concerns over Chinese economic growth and the potential impacts of U.S. tariffs on trade. However, nickel prices have shown resilience, bouncing back over the $16,000 per ton level after dipping to lows around $15,500 earlier in the year.One of the key factors supporting the bullish

Tin: How the Forgotten Critical Metal Offers Unique Play on EVs, Electronics and Supply Constraints

Nov 08 2024 39 mins

Recording date: 7th November 2024The often overlooked tin market is poised for a potential supply crunch in the coming years as strong demand from the electronics and electric vehicle sectors collides with increasing disruption risks from dominant producers Myanmar and Indonesia.Over half of global tin consumption goes into soldering for circuit boards and semiconductors, making it

Nickel Price $20,000/ton Rebound: Indonesia Exerts Control and EV Revolution Accelerates

Nov 04 2024 28 mins

Recording date: 4th November 2024The nickel market is on the cusp of a major inflection point. Prices look poised to surge back towards $20,000 per ton by year-end and could have much further to run as a structural supply deficit emerges.The key driver is the rapid electrification of the global auto fleet. Electric vehicle sales are defying skeptics, soaring 22% through September t