Japan/Korea lithium hydroxide demand up
China’s lithium hydroxide exports bounced in May, but strong demand continued from Japan and Korea. Nevertheless, price action was weak in May and June with …
China’s lithium hydroxide exports bounced in May, but strong demand continued from Japan and Korea. Nevertheless, price action was weak in May and June with …
We introduced two new segmental equity baskets to our offering in the July edition, a Manganese producer and developer basket, and a Downstream basket to …
We all know that nickel as a commodity is one of the big winners of the battery story. We’ve all seen the Benchmark Minerals chart …
Continue reading “Take Nickel inventory drop with a pinch of salt”
On last month’s Recharge podcast Suzanne Shaw, Roskill’s graphite analyst, suggested that graphite demand was going to conservatively increase at a CAGR of 19% over …
Continue reading “Skills shortage to restrict battery materials supply growth”