At this point in the market cycle for materials, when prices are at rock bottom, two key price levels are the focus for corporates and …
Continue reading “Battery raw materials: From marginal cost to incentive price”
With prices for most battery raw materials banging around at bargain basement levels but a significant demand recovery just around the corner, we decided to …
Continue reading “How high could raw material prices rise? More than the auto industry thinks”
Production bounced back at Western Australian listed hard rock lithium producers in CQ2/20 and was up 38% q/q to 238.5Kdmt. Shipments also increased, reaching 212.8Kdmt, …
Continue reading “Production updates show lithium market near inflection”
The strength in European EV sales in early-2020 caught many commentators by surprise and now, even as we come out of the Covid-19 event, many …
Continue reading “Updated EV sales forecasts presage emerging S/D gap”
