HR Lithium manages a dead cat bounce
Hard Rock lithium producers and developers were the second-best performing sector in January after better than expected production results and stabilizing lithium prices, caused investors …
Hard Rock lithium producers and developers were the second-best performing sector in January after better than expected production results and stabilizing lithium prices, caused investors …
If it is, it’ll be well overdue! Graphite equities have de-rated very substantially over the past two years but, with trade unrest coming into focus …
Continue reading “Could 2025 finally be the year for graphite?”
Last month, having just returned from China, we flagged the possibility of a squeeze in lithium prices. This month we call that trade as over. …
Continue reading “Lithium squeeze over: Seasonality suggests weakness”
Last month we were very excited about the Chinese stimulus and suggested that Chinese battery value chain stocks should outperform. But, after the initial flush …