With markets seemingly in freefall it’s difficult to pick out many segments within battery materials that we expect to be defensive, but that’s what we’re …
Continue reading “Preference for Midstream, Lithium Explorers”
It was a torrid month for battery materials equities in April with only the Midstream basket keeping its head above water. Macro concerns are now …
Volkswagen’s (VOW) announcement in late-March that it had signed a nickel and cobalt procurement agreement for its Chinese operations with Tsingshan Group and Huayou Cobalt …
Continue reading “Does Volkswagen’s China sourcing announcement mean ESG is over?”
We’ve noted on many occasions that Canada has some of the best battery raw materials resources in the world, including nickel, copper, graphite and lithium, …
Continue reading “Canada steals a march on US/Europe in EV supply chain”
