Global wearables shipments fell 39% q/q in Q1/20 but were still up 46% y/y, highlighting the strength in this rapidly expanding battery segment. The key …
Continue reading “Wearables shrug off Covid-19 but smartphones don’t”
China’s lithium carbonate net imports ticked up above 4Kt in April, their highest-ever level. This may have been linked to a significant rise in Chilean …
Continue reading “China’s lithium carbonate net imports tick up”
European EV sales continued to surprise in March, hitting 84.3K units, a record level. Sales were up 82% y/y YTD for Q1/20. Unfortunately, it looks …
Our calculated Shipments/Inventory ratio for Western Australia spodumene concentrate looks close to troughing, suggesting that a recovery in spodumene concentrate prices could be as little …
