Take profits on REE, focus on Lithium
From an asset allocation standpoint, I feel that the REE rally may have run its course for the time being. Nd/Pr prices in Shanghai seem …
From an asset allocation standpoint, I feel that the REE rally may have run its course for the time being. Nd/Pr prices in Shanghai seem …
The S&P Global 1200 index was up 3% in March but most of our battery materials equity indices gave up performance on a one-month basis, …
Continue reading “Wider markets robust, battery materials weak in March”
One of the key thematics in the industry at the moment, driven by the auto producers, is the sustainability of the battery supply chain, both …
Continue reading “Implications for the battery supply chain of the new OEM focus on sustainability”
South Korea’s largest four cathode makers have announced ambitious plans to more than double their capacity over the next two years, in line with expansions …
Continue reading “South Korean cathode makers to double capacity in two years”