It’s same old, same old in terms of strategy from us this month. We continue to expect hard rock lithium to outperform the rest of …
Continue reading “Stick with Hard Rock lithium; wary of base metals”
Our Downstream equity basket was the clear outperformer in June, trouncing all of our materials equity baskets by a wide margin. The abatement of inflation …
The news that the US plans to look abroad for raw materials for battery supply chains came as an unwelcome surprise for many US-based raw …
Continue reading “Canada, Brazil the beneficiaries of US, EU squeamishness on Mining”
May saw Ganfeng Lithium’s bid for AIM-listed Bacanora Lithium. Given that clay is still a somewhat untested entity, it looks like a reasonable price, although it …
