It’s difficult to write about what happened in equity markets in July when one is very aware that what happened at the beginning of August …
Continue reading “Stay defensive: Equity markets have woken up to risks”
When we recapped our 2023 outlook at the end of last year, it made for chastening reading. Now it’s time to look at our 2024 …
We’ve been banging this drum since we launched Battery Materials Review in 2018 but, over time, many analysts are starting to realise that EVs aren’t …
Continue reading “Why many investors are wrong on EVs and copper demand”
Funds raised in the global cell manufacturing industry dropped substantially in Q2/24 as a number of battery projects in the US and Europe were delayed …
