manganese
3 statements across 2 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Apr 11, 2024 by Tom Moerenhout · across every show →
Everything said about manganese, oldest first
Apr 11, 2024 neutral
Moerenhout: China controls 60% to 90% of key battery supply chain steps
“On the refining side, China controls 80% of manganese refining, more than 70% of cobalt and nickel refining, more than 60% of lithium refining. And then you get to the most valuable components, the cathodes, the anodes, right? China controls more than 75% of c…”
Apr 11, 2024 neutral
May 22, 2025 bullish
Smit: Manganese ensures Ocean Minerals' profitability despite cobalt and nickel price crashes
“With the recent crash of the cobalt price and nickel For all sorts of reasons, and that's the topic for a whole different discussion, but particularly those two metals with the depression on their prices, our project remains profitable, and the reason it's pro…”