Last month’s suggestion to take profits on REE and switch into hard rock lithium seems to have worked as REE prices paused in April, leading …
Continue reading “Stick with HR lithium, add Ni and think about REE”
The wider equity markets performed well in April, with the S&P Global 1200 Index up 4% and the Materials segment of the index up 6%. …
Continue reading “Markets strong, battery materials mixed in April”
What future battery chemistries look like is important to determining what the demand environment will look like for particular materials. After the Volkswagen Power Day, …
Following its teardown of a VW ID.3 (see later article) Investment Bank UBS has got seriously bullish on the EV sector, raising its long-term EV …
Continue reading “Consensus EV sales, materials price forecasts on the up”
