Following an amazingly strong performance by lithium stocks in the past three months, we’ve moved lithium further down our preferred sector list and promoted nickel. …
Continue reading “Lowering lithium, raising Nickel weighting”
November was an extremely strong month for global equities, with the S&P Global 1200 index up 12%, a large proportion of that in the second …
Continue reading “Battery materials equities have a stellar month”
One of the pieces of research most often quoted by detractors of the EV event (mostly oil producers and climate sceptics) is the 2017 study, …
Hardly a day went past in October without news that Tesla (NASDAQ:TSLA) was in talks with someone in the nickel market about locking up a …
Continue reading “Tesla in talks with literally everyone on nickel”
