Published:
March 23, 2020
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Further Reading
S&P plans to downgrade oil and gas credit ratings
News Commentary | February 04, 2021
Lux Research looked at the return on capital as reported by O&G companies and the average oil price in the same year. Unsurprisingly, the two show a quite strong correlation. The analysis shows that the industry needs an average oil price of at least $60/bbl to justify the current WACC of about ... Not part of subscription
Holy Grail raises $2.7 million in funding for direct air capture
News Commentary | July 19, 2021
Lowercarbon Capital, Starlight Ventures, Goat Capital, and Thirty Five Ventures led the round, along with existing investors (Y Combinator, Deep Science Ventures). The company claims technology differentiation from existing direct air capture players by using electricity to trigger a chemical ... Not part of subscription
London Metal Exchange halts nickel trading as prices reach USD 100,000/tonne
News Commentary | March 09, 2022
The Russian invasion of Ukraine has incited anxiety about global nickel supply, which relies on Russian mining companies like Nornickel for a bulk of that supply. Previously, a large firm had been building a short position, anticipating falling prices this year; however, the unexpected supply crunch... Not part of subscription
by Chloe Holzinger
On March 19, 2020, Argentina's government responded to the growing coronavirus threat by ordering a mandatory national quarantine effective March 20 through March 31, forcing LAC to put its Cauchari-Olaroz project on hold. This move comes close on the heels of LAC's acknowledgement that there could be three-month delays in delivery times for equipment orders from Chinese manufacturers as a result of COVID-19. LAC now projects that the Cauchari-Olaroz project will not be completed until early 2021. Clients should recognize that the global outbreak will slow activity and development at all steps of the Li-ion battery value chain; delays are to be expected. LAC's deep coffers will limit the negative financial impact of these near-term delays.
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