Favour lithium for now
It still amazes us that, in a year when lithium prices were up 70-130%, that lithium equities would end the year down, but such is …
It still amazes us that, in a year when lithium prices were up 70-130%, that lithium equities would end the year down, but such is …
Nickel was our top-performing basket in December, managing 7% for the month, with our explorer/developer basket managing 10%. This was a great result compared to …
Continue reading “Equities substantially underperform materials in 2022”
It’s difficult to read about lithium currently without seeing some negative broker report or other. The bulk of bulge bracket investment banks are negative on …
Continue reading “Market Lithium Commentary Turns Bearish: Should we be worried? No!”
There are reports that the DRC government wants to rework the deal it signed with China in 2008 that allowed Chinese companies access to copper …