Graphite squeeze “on”
China remains a net importer of flake graphite and has now been a net importer for five out of the last six months. There was …
China remains a net importer of flake graphite and has now been a net importer for five out of the last six months. There was …
There was a substantial bounce in European EV sales in September, with sales up 56% m/m. While some of this was down to the lumpy …
Continue reading “Big bounce in European EV sales in September”
The big news for the month was Morgan Stanley’s “Amber Light” note which suggested that lithium carbonate prices may have hit a peak. Notwithstanding the …
Continue reading “Are lithium carbonate prices falling? No they’re NOT!”
China’s EV sales continued to grow at double digits in August, supporting global EV sales growth. China’s EV sales rose 10% m/m and are now …
Continue reading “China and global EV sales growth continues robust”