Go defensive: Near term outlook worrying
We’re conscious as we write this that the beginning of June has already not been a great time for battery raw materials equities and there …
We’re conscious as we write this that the beginning of June has already not been a great time for battery raw materials equities and there …
We’re growing increasingly confident that we’ve passed the trough in battery raw materials prices, and hence equity performance, but the recovery seems to be a …
After remaining conservative on the lithium restocking cycle in March, we’re finally ready to go “full bull” on the lithium sector in April, with a …
Although late-February and early-March saw a strong trend of recovery in lithium equities after Chinese New Year, we still believe it may be a little …