It wasn’t a great month for performance across the battery materials complex and the suggestion to stay positive on Hard Rock Lithium, add some Nickel …
Continue reading “Stick with HR lithium but be wary of downside risk for metals”
Last month’s suggestion to take profits on REE and switch into hard rock lithium seems to have worked as REE prices paused in April, leading …
Continue reading “Stick with HR lithium, add Ni and think about REE”
From an asset allocation standpoint, I feel that the REE rally may have run its course for the time being. Nd/Pr prices in Shanghai seem …
Battery raw materials prices continued to rise in February but, at least in the second half of the month, there was a pause in equity …
