Commodities round-up
Lithium prices were flat for the month, cobalt sulphate down 14%, V2O5 down 38% and the base metal complex ranged from -7% to +3%. Spot …
Lithium prices were flat for the month, cobalt sulphate down 14%, V2O5 down 38% and the base metal complex ranged from -7% to +3%. Spot …
November was an extremely mixed month for battery material commodity prices with copper and zinc holding up, graphite flat and signs that lithium carbonate may …
Our analysis of the relationship between our BMR Graphite Producers and Developers basket and the graphite price suggests that there is considerable value among graphite …
Continue reading “Equity update: Graphite equities look undervalued”
Have spot lithium carbonate prices finally hit a floor? They were down only 1% m/m and picked up in the latter half of the month. …
Continue reading “Commodity price update: Lithium hitting a floor?”