supplychain
Output from the top uranium-producing countries rose steadily for a decade, peaking at 63,207 metric tons (MT) in 2016. However, global uranium production has noticeably declined in the years since then. Decreased numbers across the world are related to the persistently low spot prices the uranium market has experienced in the wake of the Fukushima disaster; COVID-19 and Russia's war against Ukraine have also had an impact on output. Now uranium prices have begun to rebound significantly, buoyed by increasingly positive sentiment about the role of nuclear power in the energy transition, and in...
Investing News Network
Lithium prices remained subdued in the first quarter of 2024, well below highs set in late 2022 and 2023. Various factors, including oversupply and weak electric vehicle (EV) demand, kept prices muted over the 90 day period. Even as a market glut weighs on prices, Fastmarkets is forecasting that lithium supply will increase by 30 percent by the end of the year. The firm notes in a January report that some new supply is being ramped up, while some high-cost output is being cut — it remains to be seen how the current price environment will impact these plans. "Market participants expect downstre...
Investing News Network
Prices for several metals jumped this week as the London Metal Exchange (LME) banned metal produced in Russia from its system. The moratorium applies to material produced on or after April 13 of this year. The restrictions apply to copper, nickel and aluminum, and were passed down by the US Department of the Treasury and the British government on April 12. They are also in place for the Chicago Mercantile Exchange (CME). This move aims to curb financial flows that fuel Russia's military activities in Ukraine, which began in February 2022. According to Bloomberg, aluminum soared as much as 9.4 ...
Investing News Network
At the start of the year, experts were predicting that nickel prices would be rangebound in 2024. With the first quarter in the books, that story seems to largely be playing out. After opening the year at US$16,600 per metric ton (MT) on January 2, nickel was stable during January and February. However, March brought volatility to the sector, with strong gains pushing the base metal to a quarterly high of US$18,165 on March 13. Nickel's price rise failed to hold, and it once again dropped below the US$17,000 mark by the end of the month. Ultimately, the metal fell to US$16,565 on March 28, res...
Investing News Network
After a 2022 that saw lithium prices soar, the battery metal came crashing back down last year. Support for the industry and for electric vehicles (EVs) remains strong in the long term as global leaders strive to reduce emissions, but what does today's low price environment mean for the lithium market now? To find out, the Investing News Network (INN) spoke with experts about the lithium outlook for 2024. How did lithium perform in 2023?While lithium demand was significant in 2023, growth fell year-on-year as an economic slowdown affected EV demand, particularly in China. Additionally, the mar...
Investing News Network
2030年までのネイチャーポジティブ実現に向け、企業活動が自然や生物多様性に与えるリスクと機会を特定...
サステナブル・ブランド ジャパン
米国のNGOテキスタイルエクスチェンジと英国のレザーワーキンググループはこのほど、森林破壊を伴わない...
サステナブル・ブランド ジャパン
The Importance Of Cashflow Considerations In The Supply ChainMr Chapman says: “Despite the crises at Credit Suisse, Silicon Valley Bank, Signature Bank, First Republic Bank and rumours circulating concerning Deutsche Bank, central banks have recently increased interest rates. Q4 2022 hedge fund letters, conferences and more Thanks to demographic pressures creating labour shortages, some inflationary pressure is likely to remain a threat, meaning interest rates are likely to remain permanently higher than pre-Covid levels. There are important implications of higher interest rates when some bank...
ValueWalk
Business owners have been dealing with all sorts of persisting challenges for much of the year, from ongoing price increases to a tight labor market – supply chain shortages are simply another hurdle they’ve learned to manage. On the back of this, geopolitical tension between Russia and Ukraine has also left much of the supply chain demobilized, all the while mass-producing countries such as China closed off much of its borders and ports of entry due to the country’s Zero Covid policy. Q3 2022 hedge fund letters, conferences and more Key findings from the survey revealed that roughly 86% of sm...
ValueWalk
In his podcast addressing the markets today, while commenting on the automotive industry, Louis Navellier offered the following commentary. Alarming ISMThere was a significant Treasury bond rally this week and the 10-year Treasury bond yield fell below 2.9% on Friday. Naturally, if market rates fall this week, then it will take pressure off the Fed to raise key interest rates. However, a 0.75% key interest rate hike at the Federal Open Market Committee (FOMC) on July 27 is still likely, since the Fed remains behind market rates. Q1 2022 hedge fund letters, conferences and more The Institute of...
ValueWalk
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