EU EV stimulus puts sector back in focus
With the announcements about European stimulus of EVs we’ve upgraded our risk factors across the board, taking our average risk factor to 3.0 from 2.0 …
With the announcements about European stimulus of EVs we’ve upgraded our risk factors across the board, taking our average risk factor to 3.0 from 2.0 …
The global equity market was again in positive territory in May as it continued its recovery from March lows. Performance was not quite so stellar …
Continue reading “Manganese, REE & Graphite outperform, Vanadium lags”
When I talk to prospective investors about the energy transition the likelihood is that at some point in the conversation I’ll get asked about Hydrogen. …
Continue reading “Should it be Hydrogen VS Batteries or Hydrogen AND Batteries?”
Copper is a key component of batteries, not just as a direct raw material in cells but as a key material in battery wiring, battery …