Preference for Lithium Explorers
As we’ve been noting for a few months now, the macro situation is worsening. There’s no doubt now that the industrial production cycle has peaked …
As we’ve been noting for a few months now, the macro situation is worsening. There’s no doubt now that the industrial production cycle has peaked …
It was a record month for our Brine basket with a 61% performance and within that it was the Developers stocks that stood out with …
Continue reading “Brine developers blow the roof off in March!”
We’ve talked several times in these pages about the similarities between what’s happening with pricing in the lithium market now and what happened in the …
Continue reading “Lithium stocks and the great “realised price” conundrum: which is best-placed?”
Mexico’s populist president Andres Manuel Lopez Obrador (AMLO) is ratcheting up his rhetoric on the lithium industry in the country, throwing the future of Ganfeng …
Continue reading “Mexico’s lithium “too strategic” for private investors but what about Chile’s”