It’s been a busy month for contentious analyst reports, so let’s get cracking. First up was Goldman Sachs’ sector downgrade on 30 May. While GS …
Continue reading “Why we think recent sector downgrades are wrong”
Sibanye Stillwater (NYSE:SBSW) CEO Neal Froneman has suggested that he doesn’t expect to resume buying activity in battery raw materials assets until valuations come down …
Prismatic batteries continued to increase their market share in Q1/22, rising from 53% in 2021 to 64% in Q1/22. Pouch cell share fell to 21% …
In the same month when Australia got out its cheque book in a big way, Canada also announced large-scale funding for critical materials, and even …
