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 …
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 …
Although off to a slow start in Europe and the US, lithium iron phosphate (LFP) looks certain to be the cathode technology which will dominate …
After weeks and months of speculation about tariffs on China by the incoming Trump administration and existing moves by the Biden administration to target Chinese …
Continue reading “China in clear “keep off the grass” warning”
Chinese cell output (EV+ESS) was up 45% y/y in 2024 at 1.6TWh of production. The end of the year, buoyed by ESS output, was particularly …