Global equity markets struggled in October as concerns about the US elections led to whipsawing of risk appetite and a significant increase in volatility. The …
Continue reading “Battery materials outperform in tough equity markets”
Tesla’s (NASDAQ:TSLA) Battery Day offered up clear winners and losers across the battery materials sector as the equity market tried to process its implications. This …
Continue reading “Battery Day outlines clear winners and losers”
Our Manganese (+33%) and Downstream (+23%) equity baskets were the best performers in August 2020, beating the S&P Global 1200 index (+6%) and the Solactive …
Continue reading “Manganese/Downstream best performers; Ni/Co lag”
Our Cobalt and REE equity baskets were the best performers in July, up 47% and 20% respectively. Our Brine Lithium basket was up 18%. Given …
Continue reading “Cobalt and REE best performers in July; Nickel lags”
