BUY BUY BUY Lithium
While we remain pretty concerned about the global macroeconomic environment, the US banking system, and potentially the European one too, there remains one major sweet spot in global markets, the Energy Transition. And, within the Energy Transition, there are two primary areas that we are excited about currently; accelerating EV sales and the ongoing strength in ESS. It’s fair to say we are a little concerned about the impact high interest rates will have on residential storage, given that most residential users buy those systems on credit, but we remain excited about the potential for utility-scale ESS demand. And, after...
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