https://soundcloud.com/northern-miner/nickel-28-ceo-anthony-milewski-on-battery-metals-evs-and-green-nickel?utm_source=clipboard&utm_campaign=wtshare&utm_medium=widget&utm_content=https%253A%252F%252Fsoundcloud.com%252Fnorthern-miner%252Fnickel-28-ceo-anthony-milewski-on-battery-metals-evs-and-green-nickel This week’s episode features Anthony Milewski, CEO of Nickel 28, in conversation with host Adrian Pocobelli about the latest developments in the nickel market. Milewski explains why nickel miners are struggling due to an oversupply from Indonesia, a low-cost...

https://youtu.be/5XFI-Tanf0E?si=tONYx-xWn3IyztBK Today Denis sat down with Anthony Milewski, the CEO of Nickel 28 Capital. Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy...

US miners and US automakers are on a collision course over supply of critical minerals for electric batteries.  The reason: a “flood” of electric vehicles from China. Chinese electric vehicle exports threaten to divide US automakers and miners over the...

Often overlooked, tin is listed as a critical mineral in the US for good reason.  More than 50% of tin is used as solder in circuit boards, essential for semiconductors, data centers, mobile phones, electric vehicle and batteries, as well...

Nickel is at the centre of a global trade war over market share, with Indonesia forcing the price down by 50% since the recent peak in December 2022 to take out Western competitors. At the moment, the West is losing...

This year at the world’s leading mining and mineral convention — PDAC — despite low prices across many critical commodities such as nickel, lithium, cobalt, copper and others, the mood was enthusiastic and upbeat. Why? We suggest two main reasons: many...

https://omny.fm/shows/dig-deep-the-mining-podcast/streaming-and-royalties-investments-and-understand In this episode, we chat with Anthony Milewski, Chairman of Nickel 28, an innovative battery metal focused investment vehicle. Nickel 28´s current main focus is on metal streaming and royalty agreements. They offer investors exposure to the metals that...

Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to secure critical minerals involves new mines, billion-dollar investment, international partnerships but, strategy potentially undermined by pull of cheap minerals from...

The paradoxical truth about rare earth elements is that they are not rare at all, yet existing supply chains mean they are, in fact, extremely vulnerable to sudden, acute scarcity. China dominates the rare earth market: it’s responsible for 70%...

What would happen if global critical mineral supply fragmented due to geopolitical shocks? In a worst-case scenario with global markets splitting into two blocs, based on the 2022 UN vote on Russia’s war in Ukraine — the “US-Europe+ bloc” and...

Kazatomprom, world's largest uranium producer, warns of production shortfall logistical issues, eg transport and shortages in sulfuric acid could take years to fix concerns long-term supply contracts prioritize Russia and China over the West Kazatomprom is the world's largest and, arguably,...

global metal inventories historically tight metals supply tight, demand resilient, supply chains disrupted, stimulus incoming some metals impacted more than others, in particular, copper Metal stockpiles across the world have fallen precipitously for the last ten years and, although some...