Stick with lithium – hard rock preferred
We’re sticking with our preference for Hard Rock lithium this month. Even though our Hard Rock basket wasn’t the best performer in July, some of …
We’re sticking with our preference for Hard Rock lithium this month. Even though our Hard Rock basket wasn’t the best performer in July, some of …
Our REE basket was our best performer in July, up 15% as NdPr prices in Shanghai were well-bid for the first time in a while. …
As many long-time readers will know, we’ve been much more positive than consensus on the outlook for EV sales in the near-term and the mid-term. …
Continue reading “EV sales forecasts can’t go any higher – there won’t be enough lithium”
African lithium M&A was in focus in June/July with Ganfeng Lithium’s (HKG:1772) acquisition of 50% of the Goulamina project in Mali from Firefinch (ASX:FFX) and …