REE finally catches a bid in June
The REE space finally caught a bid in June, with our REE equity basket up 33% for the month as shortages of REE at carmakers …
The REE space finally caught a bid in June, with our REE equity basket up 33% for the month as shortages of REE at carmakers …
The bounce in EV makers (BYD and Tesla) meant that our EV basket outperformed most producers and developers of battery materials with our nickel basket …
Continue reading “Downstream continues to outperform Upstream”
You heard it here first, folks! We actually believe they could be! We’ve talked a number of times before about how we needed to see …
Continue reading “Could battery materials stocks be a buy after the sell off?”
February was a weak month for battery raw materials equities, with only the large cap lithium producers, as well as rare earth producers and developers …