November was a mixed month for battery materials equities and it was carnage at the start of December when Omicron strain concerns swept global markets. …
Continue reading “Stick with Lithium, look at Graphite and REE”
We’re sticking with our preference for brine producers over hard rock in the near-term because they don’t deserve to have underperformed to the extent they …
This is a question that we hear a lot, particularly from nickel developers! A recent report by Fitch Solutions suggests that NCM is likely to …
Continue reading “NCM or LFP: Which will be the dominant chemistry?”
M&A activity in battery materials continues to pick up. The last 12 months has seen c.US$7.9bn spent on M&A, with 33 deals. Lithium has seen …
Continue reading “Battery Mats M&A activity hits multi-year high”
