Most positive on battery materials in a year
A study of our average battery materials rankings for the past 12 months shows that we continue to be at our most constructive on battery …
Continue reading “Most positive on battery materials in a year”
A study of our average battery materials rankings for the past 12 months shows that we continue to be at our most constructive on battery …
Continue reading “Most positive on battery materials in a year”
Our Manganese (+33%) and Downstream (+23%) equity baskets were the best performers in August 2020, beating the S&P Global 1200 index (+6%) and the Solactive …
Continue reading “Manganese/Downstream best performers; Ni/Co lag”
With prices for most battery raw materials banging around at bargain basement levels but a significant demand recovery just around the corner, we decided to …
Continue reading “How high could raw material prices rise? More than the auto industry thinks”
Production bounced back at Western Australian listed hard rock lithium producers in CQ2/20 and was up 38% q/q to 238.5Kdmt. Shipments also increased, reaching 212.8Kdmt, …
Continue reading “Production updates show lithium market near inflection”