When I mention graphite to investors, I often get a disparaging remark or a yawn. “Too much supply” goes the refrain, or “it’s not rare …
Continue reading “Why graphite might just be the most exciting battery material…”
Another batch of lithium developers published feasibility studies on their projects this month, but most reported operating costs on mine gate or cash cost basis, …
Continue reading “Time for lithium developers to adopt better cost reporting convention”
In our seminal piece on Chinese metals demand growth when I was at UBS in the early-2000s, we modelled annual Chinese materials demand growth rates …
Continue reading “Are we under-estimating battery materials demand growth?”
Apple’s (NASDAQ:AAPL) profit warning at the beginning of January has attracted a lot of column inches, not least because of its magnitude. But the other …
Continue reading “What does the Chinese consumer slowdown mean for batteries?”
