Last month, having just returned from China, we flagged the possibility of a squeeze in lithium prices. This month we call that trade as over. …
Continue reading “Lithium squeeze over: Seasonality suggests weakness”
In the first week of November I was lucky enough to visit China, spending time in Shanghai and Beijing as I have on many occasions …
Continue reading “Letter from China: What I learnt about China’s lithium industry”
The end of October is the time when Australian lithium miners report their CQ3 production results (most other companies are a bit later) and there …
Continue reading “Lithium production round-up: Focus shifting to costs”
Markets were all a twitter in early-October when Rio Tinto confirmed that it was in talks to buy Arcadium Lithium. Many numbers were bandied around …
