Asset Allocation: Stay defensive for now
We wrote last month about the snap sell off at the start of August. Luckily the markets stepped rather away from that during the rest …
We wrote last month about the snap sell off at the start of August. Luckily the markets stepped rather away from that during the rest …
Over the past five years, the lithium market has gone from oversupplied to undersupplied and is now back in oversupplied territory again. Prices are falling …
Continue reading “Lithium: Market participants need to adapt to the “new normal””
They say talk is cheap and there was lots of talk around the CQ2/24 production results for lithium companies but, alas, not much of the …
If I had a dollar for every sellside piece talking about the death of the EV in the past few months, I wouldn’t need to …