It’s been a difficult 2022 so far for traders but it’s definitely been a worse last two weeks, with Russia’s invasion of Ukraine causing equity …
Continue reading “Asset Allocation: Stick with Ni/Li but reduce risk”
Our Midstream basket was the outperformer in February, and within it, it was the Korean cathode makers that led the way, with L&F (KRX:066970) up …
The magnitude of the growth in adoption of LFP batteries in 2021 caught many in the industry by surprise. But certainly now LFP batteries are …
Continue reading “Identifying the pinch points in the LFP supply chain”
Quarterly reporting from ASX-listed lithium producers highlighted once again how difficult it is to bring new projects into production in the battery materials segment. We …
