It’s been a difficult eighteen months for companies in the battery materials sector. After a couple of strong years, lithium prices have collapsed and then …
Continue reading “What does the weak pricing environment mean for project funding?”
For several years we’ve been really excited about the potential for BESS as a driver of cell demand and hence battery raw materials demand. We …
Lithium is one of those materials that divides opinion in a way that not many other materials do. Over the past couple of years, lithium …
Continue reading “Lithium: The end of the beginning or the beginning of the end?”
As we write this, we are waiting to see China’s response after the US slapped a massive 104% tariff on Chinese goods entering the US. …
Continue reading “Preliminary thoughts on new tariff impacts”
