The Battery Show

Recording 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, industry insights suggest this decline reflects short-term dynamics rather than a fundamental shift in supply-demand balance. According to Canada Nickel CEO Mark Selby, the current pricing environment coincides with peak seas...

Recording 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 and geopolitics. While historically tied to economic growth and urbanisation, copper is now central to defence systems, electrification, renewable energy, and the expansion of AI-driven data infrastructure. These emerging...

Recording 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 decline in Indonesian ore grades has emerged as a key concern. Average nickel content fell from about 1.66% in 2024 to 1.52% in 2025, with most traded material now in the 1.3–1.4% range. This shift reduces the amount of r...

Interview with Brendan Yurik, CEO, Electric Royalties Our previous interview: https://www.cruxinvestor.com/posts/electric-royalties-ltd-tsxvelec-43-royalties-with-multiple-catalysts-ahead-9474 Recording date: 14th May 2026 The royalty and streaming sector is showing a sharp divide, with precious metals attracting strong investor capital while battery metals companies struggle for attention despite...

Recording 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 just below $19,000. This resilience is largely driven by structural changes in supply management, particularly from Indonesia, the world’s dominant nickel producer. In coordination with the Philippines, Indonesia has adop...

Recording date: 28th April 2026 The global nickel market has entered a structural transformation, shifting from cyclical volatility to a tightly managed pricing paradigm. Driven by tightening supply and rising input costs, nickel prices have surged to $19,200 per ton, firmly on track toward an anticipated target range of $20,000 to $21,000. At the heart of this shift is Indonesia, the world’s domi...

Recording 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 currently, with the United States experiencing delays of 29 years from discovery to production. This dramatic expansion in project timelines comes as 52% of copper projects at feasibility stage remain stalled, with 75% of delays...

Recording date: 24th February 2026 The nickel market is experiencing a structural shift as Indonesia and the Philippines move toward coordinated supply management, driving prices above $18,000 per ton in late February 2026. This represents a nearly 5% single-day gain and marks a significant departure from the price pressure that has characterized the market over the previous three years. The most...

Recording date: 5th February 2026 The nickel market is establishing a more constructive outlook in early 2026, supported by Indonesian supply discipline and robust demand fundamentals. In a recent market discussion, Canada Nickel CEO Mark Selby outlined the key factors driving nickel prices and provided updates on the company's flagship Crawford project. Nickel prices have settled into a $16,500-$...

Recording 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 announcement of mining permit delays at its Indonesian operation. This development provided concrete evidence that Indonesian export restrictions represent material operational impacts rather than regulatory posturing. The publi...

Recording date: 4th December 2025 The global copper market is approaching a critical supply crunch as electrification and decarbonization drive unprecedented demand growth while new mine development stalls, according to analysis by Merlin M Johnson, CEO of Fitzroy Minerals. Despite nominal copper prices appearing strong above $5 per pound, real prices measured in gold have declined 80% from histor...

Recording date: 30th December 2025 The nickel market is experiencing a fundamental transformation as Indonesia's coordinated supply management strategy drives prices from $14,200 to $16,500 per ton since mid-December 2025, with further advances toward $18,500-$20,000 expected . Indonesia, which controls approximately two-thirds of global nickel supply, has implemented multiple policy measures incl...

Recording 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 Philippines tightens through the rainy season in late 2025 and early 2026. At the same time, electric vehicle (EV) demand is robust, with global sales up 24% over the first nine months of 2025. This growth is especially pro...

Recording 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 pound and heading toward $12,000 per tonne by end-2025, the red metal has become the most critical commodity play of this decade. Recent catastrophic failures at major mines have removed over 500,000 tonnes from near-term p...

Recording date: 7th October 2025 The critical minerals sector is experiencing a fundamental transformation as direct government equity participation drives substantial stock revaluations while nickel prices test multi-month trading range resistance. Mark Selby, CEO of Canada Nickel, recently outlined how these converging factors represent a potential inflection point for the industry. Nickel price...

Recording 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 prolonged period of range-bound pricing between $15,000-$15,800 per ton that has persisted since April 2025. Indonesia's strategic shift represents the most significant development in nickel markets. After a decade of floodi...

Recording date: 12 May 2025 The global nickel market is experiencing a fundamental shift that presents compelling investment opportunities as supply constraints tighten and governments recognize the metal's strategic importance beyond electric vehicle applications. Current market dynamics suggest investors should consider exposure to this critical commodity as geopolitical factors and Indonesian m...

Recording 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 $15,000-$15,800 trading range. Despite recent inventory increases of 6,000 tonnes on the London Metal Exchange, underlying market fundamentals suggest potential upward momentum driven by strategic supply management and polic...

Recording date: 21 May 2025 The nickel market is presenting compelling investment opportunities as supply-side constraints converge with accelerating demand from both traditional and emerging applications. Recent market developments indicate a sector positioned for potential price appreciation driven by geopolitical supply concentration and robust consumption growth. Nickel prices have stabilized...

Recording date: 22nd April 2025 Nickel prices have demonstrated remarkable recovery in recent months, rebounding from $14,000 to approximately $15,750 per ton following Trump's reversal of the Liberation Day tariffs. This represents a recovery of about two-thirds of the $2,800 per ton loss experienced when tariffs were initially announced. The market's resilience is supported by multiple factors o...

Recording date: 8th April 2025 Recent trade tensions have sent ripples through the metals market, with nickel prices retreating to 2020 levels around $14,000 per ton. Despite this 15% decline from recent highs, nickel has demonstrated greater resilience than other base metals such as copper, which has experienced losses exceeding 20%. This relative outperformance hints at nickel's stronger fundame...

Recording date: 28th March 2025 Nickel prices have rebounded to $16,500 per tonne ($7.50/lb), marking a 10% gain since the start of 2025. This recovery is primarily driven by significant price increases in Indonesian and Philippine ore, with Indonesian ore prices rising by $1.50-$2 per tonne (3-6%) in the latest week. Industry experts consider the Indonesian ore price the key indicator for nickel'...

Recording date: 14th March 2025 Elbows Up, Canada & The Nickel Market What a difference 2 weeks makes – up $2,200 a tonne since we last spoke breaking out of range $15,000-$15,800 range that we’ve been in the last 3 months.   Multiple reports of ore availability being tighter than expected this week – but first week since Chinese New Year didn’t see an increase in Indonesia ore price – but Ind...

Recording date: 18th February 2025 The copper market has seen moderate price strengthening in early 2025, with prices reaching $4.20-$4.30/lb despite LME inventory increases in late 2024. Major producers including BHP, Rio Tinto, Freeport, and Capstone are taking a conservative approach, focusing on brownfield expansions rather than new greenfield developments due to capital intensity concerns. Th...

Recording date: 13th February 2025 The nickel market has maintained remarkable stability, trading between $15,000-15,800 since December 2024, with London Metal Exchange (LME) inventories showing only modest increases of 4,000 tons despite analyst predictions of significant surpluses. This stability through the Chinese New Year period suggests underlying market strength. Indonesia's strategic decis...