Focus on Brine over HR lithium
We highlighted last month that we thought that it was high time that US brine producers reversed some of their underperformance against Australian producers and, …
We highlighted last month that we thought that it was high time that US brine producers reversed some of their underperformance against Australian producers and, …
Lithium was the best performing materials segment in September; in fact, it was the only one in positive territory. We are concerned that October may …
Continue reading “Lithium best performer, but that’s not saying much!”
Our Hard Rock lithium basket was the best performer in August, up 17% for the month. The 20% move in SpodCon prices was likely responsible …
Our REE basket was our best performer in July, up 15% as NdPr prices in Shanghai were well-bid for the first time in a while. …