We believe that many commentators are going wrong in their interpretation of the industry cost structure, and this could have major ramifications on the setting …
Continue reading “Long-term battery materials prices: Higher than you think?”
We’ve highlighted a lot in recent months and years the significant potential of the lithium market to grow and the structural shortage that we see …
Continue reading “Industry more bullish on lithium than analysts”
2022 was quite a year for battery materials. We saw two major squeezes in lithium, which led to the price nearly doubling over the course …
Continue reading “What does 2023 hold for Battery Materials?”
It’s difficult to read about lithium currently without seeing some negative broker report or other. The bulk of bulge bracket investment banks are negative on …
Continue reading “Market Lithium Commentary Turns Bearish: Should we be worried? No!”
