We go “Full Bull” on Lithium
After remaining conservative on the lithium restocking cycle in March, we’re finally ready to go “full bull” on the lithium sector in April, with a …
After remaining conservative on the lithium restocking cycle in March, we’re finally ready to go “full bull” on the lithium sector in April, with a …
Seemingly everywhere we look at the moment there’s doom and gloom on the outlook for EV sales growth in 2024. A number of analyst and …
Continue reading “Why are we more positive than consensus on 2024 EV sales?”
It seems that the US has finally decided to stop talking about Chinese concentration of the supply chain and decided to dust off its National …
Continue reading “Stockpiling critical materials moves to centre stage”
With the recent spate of profit warnings and failures by start up EV companies, coupled with the well-publicised lack of profitability at the EV divisions …
Continue reading “When do startup EV manufacturers turn a profit?”