Positive on lithium due to squeeze
Last month we were very excited about the Chinese stimulus and suggested that Chinese battery value chain stocks should outperform. But, after the initial flush …
Last month we were very excited about the Chinese stimulus and suggested that Chinese battery value chain stocks should outperform. But, after the initial flush …
EREVs or Extended Range Electric Vehicles are a rapidly growing subset of plug-in hybrid electric vehicles (PHEV). But the difference between a PHEV and an …
Continue reading “What does the growth in EREVs mean for battery materials demand?”
It wasn’t really about equity markets in September and it also wasn’t really about battery raw materials. It was really about the c.US$3.0bn that the …
Continue reading “Equity funding down; can other sources close the gap?”
The early days of September saw a major step change from the Chinese government as it finally announced a raft of fiscal measures to support …
Continue reading “What does China stimulus mean for battery raw materials?”