No time to take outsize bets!
If we could have, we would have repeated our headline from last month (Stay defensive into October)! Last month we cautioned about macroeconomic factors and …
If we could have, we would have repeated our headline from last month (Stay defensive into October)! Last month we cautioned about macroeconomic factors and …
It’s fair to say that in a 20+ year career of material strategy and price forecasting I’ve never seen as large a variance in both …
Continue reading “Lithium: Who’s right and who’s wrong on the price outlook?”
Another month, another bunch of capex over-runs for new projects and it’s starting to become rather ubiquitous within the sector. This month it was Allkem …
Financing activity in battery raw materials fell month on month in September vs August, to US$1.2bn, a fall of 29% m/m. While activity slightly rose …
Continue reading “Raw Mats financing activity down in September”