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Blog

What Ford didn't say as important as what it DID on raw materials
25-May-2023
It’s Ford’s lithium deals that have generated most of the column inches this week in...
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Which are the best stocks to buy for the lithium price recovery?
01-May-2023
  As we forecast in our 3rd April piece, lithium prices in China now appear...
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Why I think lithium prices will bounce
03-Apr-2023
Lithium chemical spot prices have been in freefall since December and there are many commentators...
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Tesla Investor Day - thoughts on raw materials implications
02-Mar-2023
  Yesterday was Tesla's Investor Day and there were some really interesting takeaways from the...
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Capital capacity vs Capital requirement: the biggest misunderstanding
23-Sep-2022
This article is based on research presented in the August issue of Battery Materials Review...
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What is the equity market getting wrong about lithium?
23-Jun-2022
Answer: Just About Everything! Today is another day when most lithium equities are heading south...
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