Stay defensive, no reason to get positive
We wrote last month that we felt that performance in the sector could get worse, even after a torrid start to the month. And, unfortunately, …
Continue reading “Stay defensive, no reason to get positive”
We wrote last month that we felt that performance in the sector could get worse, even after a torrid start to the month. And, unfortunately, …
Continue reading “Stay defensive, no reason to get positive”
What do the EU’s New Battery Regulation Strategy, the US DOE’s Critical Minerals Assessment from January 2023, and the UN Economic Commission’s analysis on the …
Continue reading “Manganese: The forgotten battery material”
We recently had the opportunity to grill some of our contacts who’d been to view lepidolite mines and spodumene conversion operations in China. And it …
Continue reading “The evolution of China’s lepidolite industry”
The EV industry was all-a-twitter in May about the announcement of US Section 301 tariffs on Chinese EVs, cells and the battery supply chain, but …
Continue reading “US and Australia build out anti-China critical mineral strategies”