The big news for the month was Morgan Stanley’s “Amber Light” note which suggested that lithium carbonate prices may have hit a peak. Notwithstanding the …
Continue reading “Are lithium carbonate prices falling? No they’re NOT!”
The Midstream segment bounced very strongly in October after weakening substantially in previous months. With power prices ameliorating somewhat, that segment looks likely to stay …
As it looks more and more likely that we will see stronger for longer pricing, at least in lithium, investors are wondering which types of …
Continue reading “Is there more upside in Explorers, Developers or Producers?”
EU President Ursula von der Leyen has laid out the Bloc’s enhanced strategy on critical raw materials, by announcing the European Critical Raw Materials Act. …
Continue reading “EU to introduce critical minerals legislation”
