There was quite a substantial bifurcation between regional markets for EV sales in May, with China’s sales bouncing back strongly, but not a lot of …
Continue reading “China EV sales bounce back; other regions not so much…”
Given the macro-economic environment with Western World PMIs continuing to slow and pressure on the consumer, we think a technical recession looks more likely than …
You don’t have to know too much about the Energy Transition to know that investment in Rare Earth Elements is a key focus currently, amid …
Continue reading “It’s time to give REE clay deposits a closer look”
It’s been a busy month for contentious analyst reports, so let’s get cracking. First up was Goldman Sachs’ sector downgrade on 30 May. While GS …
Continue reading “Why we think recent sector downgrades are wrong”
