Signs of inflection point in lithium
While we’ve been more positive on spodumene concentrate for several months, we are now seeing much broader signs of an inflection point throughout the lithium …
While we’ve been more positive on spodumene concentrate for several months, we are now seeing much broader signs of an inflection point throughout the lithium …
Tesla’s (NASDAQ:TSLA) Battery Day offered up clear winners and losers across the battery materials sector as the equity market tried to process its implications. This …
Continue reading “Battery Day outlines clear winners and losers”
At this point in the market cycle for materials, when prices are at rock bottom, two key price levels are the focus for corporates and …
Continue reading “Battery raw materials: From marginal cost to incentive price”
A report by the EU’s executive, to be published in September, is expected to sound the alarm on the EU’s over-reliance on imports of critical …
Continue reading “EU identifies graphite, lithium, cobalt as critical raw materials”