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Nickel Miners News For The Month Of October 2021


  • Nickel spot prices were higher in October, LME inventory was lower.
  • Nickel market news - Will the nickel price surge past $20,000/t?
  • Nickel company news - Vale Q3 production down, Nornickel up. BHP delivers first nickel sulphate crystals from Kwinana nickel sulphate plant. BHP to supply nickel to Toyota-Panasonic battery venture.
  • Panoramic Resources first Ni-Cu-Co concentrate produced at Savannah. Nickel 28 - COVID-hit Ramu nickel-cobalt mine suspended. Horizonte Minerals secures credit approval for USD 346.2 million senior debt facility for the development of the Araguaia Nickel Project in Brazil.
  • Poseidon Nickel MOU signed with PBT to investigate battery materials (precursor Cathode Active Material) refinery in WA. Pallinghurst Group to acquire a 19.2% interest in Talon Metals Corp.
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Nickel Ni, chemical element. 3D rendering isolated on black background
AlexLMX/iStock via Getty Images

Welcome to the nickel miners news for October. The past month saw some news of nickel supply disruptions (Vale's Onça Puma mine was suspended then re-opened, Nickel 28's Ramu nickel-cobalt mine was suspended), and plenty of good progress by both the nickel producers and

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of BHP GROUP [ASX:BHP], VALE SA (VALE), NORILSK NICKEL [LSE:MNOD], ARDEA RESOURCES [ASX:ARL], AMUR MINERALS [LN:AMC], JERVOIS MINING [TSXV:JRV], NEOMETALS [ASX:NMT], WIDGIE NICKEL [ASX:WIN] either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The information in this article is general in nature and should not be relied upon as personal financial advice.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (27)

wassa.h profile picture
The fact that ALL EV manufacturers are gearing up to use Lithium Iron Phostphate Batteries...I see it as "The early design's of Push rod ICE.....The market will swwoon at the difference Cobalt and Nickel will make....and do you think we will be served up a Phostphate solid state Battery. I think not.
wassa.h profile picture
Matt...I wonder if I could have your opinion on what I am seeing as possibly a problem with Laterite Producers with Nickel Cobalt ores due to tightening of Carbon output in processing. I would have considered that the end result of enabling Battery vehicules to be produced 'en mass' would have 'aleviated concerns?? Your comment and considerations would be warmly received..
Frankly, I personally cannot see how we can get enough Nickel/ Cobalt to allow the redundancy of ICE, without pulling out all the stops and producing as much as we possibly can. There is simply not enough Sulphate ores available----and deep sea mining is considered a big environmental no no... I am smiling...I heard --'toss the coin'.
EBROWN6241 profile picture
@wassa.h I agree about the needs for more minerals. If you are looking long term, consider Renforth (RFHRF). A Canadian exploration company that is sitting on a 100% owned large property that is looking good for copper, nickle, cobalt and zinc. They also have a gold property that will soon be revalued.
Very under priced right now. Fully funded and asset rich.

wassa.h profile picture
Thank you-will take a look.
EBROWN6241 profile picture
@wassa.h Yes, look at them. Like to hear what you think. Personally, I'm long, so I am biased. If you sign up for Renforths updates you will get something about every two weeks. The CEO, Nicole Brewster, responds to e-mails promptly. She gives both an opinion and a focused press release.
Surprised Norilsk would buy back shares rather than use the capital to find new resources.
Would like to find reasonable speculative investments
Trend Investing profile picture
@mlhutche - They do have massive nickel reserves already and the major shareholders (Russian billionaires) like dividends and buybacks.
Good job and well done. It will be nice if start covering other metals such as iron, copper and cobalt.
Trend Investing profile picture
@Dupsy - Thank you. I cover cobalt already and in total do 7 different monthly news (cobalt, lithium, lithium junior, graphite, vanadium, nickel, EVs). No time left to cover anymore.
Missed one?!

October 21, 2021: Group Ten Metals Announces Inaugural NI 43-101 Mineral Resource Estimate for the Stillwater West PGE-Ni-Cu-Co + Au Project, Montana, USA grouptenmetals.com/...

700 million pounds nickel (1.1 blbs nickel, copper, cobalt PLUS 2.4 million ounces 4E) in inaugural resources right next to Sibanye-Stillwater mines. Assays from 2021 pending and going toward Q1 update.

Rio Tinto working with SGS to explore southern Montana for "critical metals" ie cobalt and PGEs www.miningmagazine.com/...
BeaBaggage profile picture
@Deep_Dig I looked at Group Ten..interesting.. with all the acquiring Sibayne is doing these days wondering why they just wouldn't buy this co and add to their resources etc? seems a no brainer? Bea
BeaBaggage profile picture
Bot some $PGEZF today before the pop at US 0.23..no news on why it gained.. I like the potential at Stillwater West for sure. Feels like? early stages on this one, thanx again for the idea. Bea
Great Update, thanks Matt!
Is there any chance that you will a pure Copper edition? Especially on copper juniors..
I feel like copper sector will be the next big mover to provide all the electrical infrastructure for EVs and renewables.
Anyways, appreciate your well written articles!

@Henning Friedrich I was wondering also wondering about that. Come on, Matt !
Trend Investing profile picture
@Henning Friedrich, @Minoan77 - Thanks. Already exhausted doing 7 monthly news (cobalt, lithium, lithium junior, graphite, vanadium, nickel, EVs) each month plus my Trend Investing articles etc. I will leave that for others.
@Matt Bohlsen Fair enough Matt, appreciate your reply !
Still a little sad, because I value your opinions/suggestions above anybody else when it comes to picking juniors!
Anyways, BR from Düsseldorf. Let me know when you are in Germany, I will treat you for a beer !
EBROWN6241 profile picture
Glad to see Renforth (RFHRF) make the list of juniors. Dirt cheap right now so I'm buying more. They should have more drill results soon and a revaluation within a month or two. Fully funded and no loans makes it relatively risk free. Excellent communications from the CEO, Nicole Brewster.
Pappel profile picture
South Africa-based Sibanye-Stillwater (NYSE: $SBSW) is buying two nickel (Atlantic Nickel) and copper mines (Mineração Vale Verde) in Brazil from private equity firm Appian Capital Advisory in a $1 billion deal that boosts the company’s growing battery materials portfolio.
Trend Investing profile picture
@Pappel - Thanks. Just missed my cut-off so will be in next months news. Here is a link.
Nothing on NCPCF or FPOCF?
Trend Investing profile picture
@Oredigger - Both Nickel Creek Platinum Corp. and FPX Nickel Corp. are in the watchlist at the end of the news. Feel free to post any major news here (with a link pls) and I might add them to main news if their progress is good.
BeaBaggage profile picture
Long $WNARF which has pulled back but apparently still in talks w IGO on 'combination'..nothing new lately..IGO had access to the books. Forrest of Fortescue also has a stake in Western Areas.
Long Karora$KRRGF as well w important nickel offset in it's gold production. Bea
Is Karora worth mentioning?
Trend Investing profile picture
@GopherAg - Possible, although focus has mostly been gold.
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