Weak Feb for stocks: More to come?
February was a weak month for battery raw materials equities, with only the large cap lithium producers, as well as rare earth producers and developers shrugging off the general malaise. It was a particularly difficult month for smaller lithium explorers and developers, as well as graphite developers and producers. What do we expect for the rest of the year? I don’t want to sit on the fence but it’s really difficult to get excited about anything in the raw materials complex at the moment. While there may very well be short-term (two to three month) trading rallies it’s difficult to...
Topics
Brine
Cellmakers
Defensive
EV Makers
Graphite
Hard rock
Integrated
Lithium
Manganese
Midstream
Nickel
REE
