O tomto podcastu
A Crux Investor show giving you a guide to all things battery metals with Mark Selby and other industry experts.
Epizody
Nejnovějších 20 z 97 epizod
- Why Nickel's Six-Month Low Could Reverse 20-30% by Year-End · 25 min · Epizoda 101Recording date: 20th September 2026 Mark Selby, Chairman and CEO of Canada Nickel Company, used this Battery Show appearance to argue that nickel's slide to $16,000-$17,000 a…
- Nickel Market Turns Bullish on Tight Supply and Strong Demand · 13 min · Epizoda 100Recording date: 22nd July 2026 Canada Nickel Company (TSXV:CNC) CEO Mark Selby used this week's Battery Show appearance to lay out a market backdrop he believes is turning more…
- Short-Term Noise, Long-Term Strength: Why Nickel’s Outlook Remains Bullish · 21 min · Epizoda 99Recording date: 7th July 2026 Nickel prices have recently weakened, pressured by a stronger US dollar and market speculation that Indonesia may expand mining quotas. However…
- Copper’s New Era: From Cyclical Commodity to Strategic Lifeline · 30 min · Epizoda 98Recording date: 25th June 2026 Copper is rapidly transitioning from a cyclical industrial metal to a strategically critical resource, driven by structural shifts in global demand…
- Nickel Market Faces New Reality as Indonesia’s Ore Quality Slips and Costs Rise · 16 min · Epizoda 97Recording date: 9th June 2026 The global nickel market is entering a more complex phase, driven largely by structural changes in Indonesia, the world’s dominant supplier. A sharp…
- Precious Metals Royalties Are Booming - Are Battery Metals Next? · 19 min · Epizoda 96Interview with Brendan Yurik, CEO, Electric Royalties Our previous interview: https://www.cruxinvestor.com/posts/electric-royalties-ltd-tsxvelec-43-royalties-with-multiple-catalys…
- Nickel’s Long-Term Bull Cycle Gains Momentum Amid Supply Constraints · 14 min · Epizoda 95Recording date: 12th May 2026 The global nickel market is showing notable stability, with prices holding within a narrow band of $18,500 to $20,000 per ton and currently hovering…
- Nickel Enters a New Era as Indonesia Tightens Supply and Prices Surge · 16 min · Epizoda 94Recording date: 28th April 2026 The global nickel market has entered a structural transformation, shifting from cyclical volatility to a tightly managed pricing paradigm. Driven…
- Copper Bottomed - How Geopolitical Risks May Favour Certain Copper Jurisdictions · 37 min · Epizoda 91Recording date: 13th March 2026 The global copper market faces an unprecedented supply crisis as development timelines have tripled from six years in the 1990s to 18 years…
- Nickel Market Faces Structural Shift as Top Producers Coordinate Supply Discipline · 15 min · Epizoda 90Recording date: 24th February 2026 The nickel market is experiencing a structural shift as Indonesia and the Philippines move toward coordinated supply management, driving prices…
- Nickel Market Eyes $20,000 as Supply Discipline Meets Surging Demand · 19 min · Epizoda 89Recording date: 5th February 2026 The nickel market is establishing a more constructive outlook in early 2026, supported by Indonesian supply discipline and robust demand…
- Indonesian Mining Restrictions Send Shockwaves Through Global Nickel Market · 20 min · Epizoda 88Recording date: 14th January 2026 The nickel market experienced significant volatility in early 2026, with prices climbing $2,200 per ton to reach $18,650 following Vale's…
- Copper Industry Faces Structural Supply Shortage Starting 2026 · 24 min · Epizoda 86Recording date: 4th December 2025 The global copper market is approaching a critical supply crunch as electrification and decarbonization drive unprecedented demand growth while…
- Nickel's New Era: Rising Prices, Growing EV Demand, and Major Projects Moving Forward · 35 min · Epizoda 87Recording date: 30th December 2025 The nickel market is experiencing a fundamental transformation as Indonesia's coordinated supply management strategy drives prices from $14,200…
- G7 Nations Advance Critical Minerals Pact to Reshape Global Supply Chains and Industrial Policy · 22 min · Epizoda 85Recording date: 29th October 2025 Nickel prices have stayed steady within a narrow range of $15,000 to $15,500 per ton but are poised for upward movement as ore supply from the…
- Massive Lost Copper Production Signals Structural Crisis & Equity Gains · 38 min · Epizoda 84Recording date: 16th October 2025 The global copper market faces an unprecedented supply crisis that savvy investors cannot afford to ignore. With prices already pushing $5 per…
- Nickel Breakout Looms as Indonesia Tightens Supply Ahead of 2026 · 18 min · Epizoda 83Recording date: 7th October 2025 The critical minerals sector is experiencing a fundamental transformation as direct government equity participation drives substantial stock…
- Nickel Prices Ready to Rise as Supply Tightens in Fourth Quarter · 23 min · Epizoda 82Recording date: 24th September 2025 The global nickel market is experiencing a critical inflection point as multiple supply and demand dynamics converge to potentially end the…
- Nickel Supply Chain Tightens Amid Growing Strategic Demand · 17 min · Epizoda 78Recording date: 12 May 2025 The global nickel market is experiencing a fundamental shift that presents compelling investment opportunities as supply constraints tighten and…
- Nickel Market Poised for Recovery as Supply Dynamics Shift · 18 min · Epizoda 79Recording date: 5th August 2025 The global nickel market stands at a critical juncture as prices hover around $15,000 per tonne, positioned at the lower end of the established…
