Have we passed the bottom on RM prices?
With prices within the cost curve for most battery raw materials in January, we were well due a recovery. But the question remains as to …
With prices within the cost curve for most battery raw materials in January, we were well due a recovery. But the question remains as to …
Wherever you look in battery raw materials markets at the moment momentum seems to be negative, with prices weak across the board – lithium, nickel, …
Continue reading “Can Western World companies afford developments at current RM prices?”
As the collapse in spodumene concentrate prices has continued in January, focus has shifted to the cost curve and the supply/demand environment. We’ve seen early …
Continue reading “Some production cuts in lithium but not enough”
Global EV sales growth fell to a 35% y/y growth rate vs the 56% rate seen in 2023, but a lot of that was due …