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Blog

15-Jul-2025
As a Commodity strategist for over 20 years, the vagaries of the US dollar have...
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Are parts of the lithium industry suffering from headinsanditis?
15-Nov-2024
Headinsanditis is a dangerous condition where people become unwilling to recognise a problem, situation or...
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Biden Administration shows that a little knowledge is a dangerous thing
15-May-2024
Yesterday saw the publication of the “full” list of section 301 tariffs on Chinese imports...
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A plea to the EU on its investigation into Chinese EVs
18-Mar-2024
  Dear European Union, It’s been a long time since we've spoken. Just to remind...
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What Ford didn't say as important as what it DID on raw materials
25-May-2023
It’s Ford’s lithium deals that have generated most of the column inches this week in...
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Which are the best stocks to buy for the lithium price recovery?
01-May-2023
  As we forecast in our 3rd April piece, lithium prices in China now appear...
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