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the alchemist

ReportsThe Alchemist

The Alchemist_Issue 36 – Copper Price Outlook – update

Reflecting on the Copper Price Cycle - How Good Are Consensus Forecast Where we are in the commodity price cycle is one of the most often discussed and relevant questions for the industry and in this Issue of The Alchemist we consider the copper price movements since January 2016 in order to evaluate the usefulness of the methodology outlined in…
Admin
15 October 2019
ReportsThe Alchemist

The Alchemist_Issue 33: Graphite – Coming to the Party or a Massive Flake?

The Alchemist, Issue 33: Graphite has been threatening to take off since 2014, when Tesla Motors announced plans to build a lithium-ion (Li-ion) battery gigafactory (despite their name, Li-ion batteries require significantly more graphite than lithium to produce). Since the announcement, graphite prices have fallen, with demand not increasing to the high levels that were forecast, and a number of…
Admin
25 October 2017