The bounce in EV makers (BYD and Tesla) meant that our EV basket outperformed most producers and developers of battery materials with our nickel basket …
Continue reading “Downstream continues to outperform Upstream”
For several years we’ve been really excited about the potential for BESS as a driver of cell demand and hence battery raw materials demand. We …
After putting our EV sales forecasts for China and the US on review last month and slightly reducing our China BESS installations forecast growth rates …
April was another bad month for capital raising in the battery raw materials sector, with only US$96m raised. Tumult in equity markets due to the …
