Downstream to outperform in September
Last month we flagged the potential for weakness in mining stocks due to the northern hemisphere summer and, indeed, August was a torrid month for …
Last month we flagged the potential for weakness in mining stocks due to the northern hemisphere summer and, indeed, August was a torrid month for …
When we discuss the technological advancement of electric vehicles and, indeed, other parts of the electrification value chain, one material comes up time after time. …
Continue reading “Silicon carbide: the great electrification enabler”
China’s Ningbo Ronbay New Energy (SHA:688005) is the latest Chinese intermediate materials producer to announce a JV in Korea aimed at circumventing the IRA. It …
Continue reading “Chinese firms target Korean tie ups to bypass IRA”
Funds raised in the battery raw materials space fell marginally m/m to US$2.0bn, with a big recovery in funds raised in the lithium segment, which …
Continue reading “July Financing Round-up: Capital raised down m/m”