Go defensive in face of market volatility
In the face of the sort of volatility we saw in March, and with concerns building of an impending credit crisis, it’s difficult to suggest a strategy for the near-term but, we suppose, that’s why they pay us the “big” bucks! At the risk of sounding like a stuck record, we would stick with lithium with a preference for Hard Rock producers. We believe that the market doesn’t understand the contract pricing structure in SpodCon and is expecting CQ2/23 prices to be much lower than they will be. We also maintain our preference for Explorers. As the recent ALB/LTR newsflow...
Topics
Brine
Cellmakers
Cobalt
Copper
Developers
DLE
EV Makers
Explorers
Graphite
Hard rock
Lithium
Manganese
Midstream
Nickel
Producers
Recycling
REE
Vanadium
