Spodumene concentrate and Nickel remain our preferred materials from an asset allocation point of view at the beginning of August. There are signs of industry …
Continue reading “Preference for Hard Rock Lithium and Nickel”
Our Cobalt and REE equity baskets were the best performers in July, up 47% and 20% respectively. Our Brine Lithium basket was up 18%. Given …
Continue reading “Cobalt and REE best performers in July; Nickel lags”
The strength in European EV sales in early-2020 caught many commentators by surprise and now, even as we come out of the Covid-19 event, many …
Continue reading “Updated EV sales forecasts presage emerging S/D gap”
As during the last three months, nickel continued to dominate drilling results, as the shortage of capital available elsewhere in the space impacted the amount …
