One Critically Hot Metal, Cobalt

Cobalt 12 Year Price Chart: Infomine

Cobalt is hard not to love right now and a handful of junior companies have sprung to life in the wake of cobalt’s aggressive two year price run. While ups and downs in the price of cobalt are going to occur, this commodity’s demand is not just a temporary blip on the chart. Investor demand for battery metals is coming from the Electric Vehicle (EV) market, and specifically the battery market. January sales of EV’s this year saw a 70% increase year-over-year, with 159,139 EV’s sold last year in … [Read more...]

Long Zinc One: $Z.V $ZZZOF

Zinc

Metalheads, do you still like zinc? Well if you do, and there are a number of reasons to think that zinc might kill it again this year, you will want to start tracking a company called Zinc One Resources right about now. Supply dynamics including production cuts, a lack of concentrates and diminishing inventories should keep upward pressure on the price of zinc going forward. Wood Mackenzie is calling for an average of $3,200 a tonne in 2017 and $4,000 a tonne into 2018, with zinc trading at … [Read more...]