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Downstream to outperform in September

Posted on - 12 Sep 2023

Category - Asset Allocation

Last month we flagged the potential for weakness in mining stocks due to the northern hemisphere summer and, indeed, August was a torrid month for most of the battery raw materials complex. Given the 20+% correction in lithium chemicals prices, our lithium baskets actually outperformed. Will they be so successful in September? It’s a difficult one to call, but we can’t really see lithium prices recovering until the likely restocking event after China’s National Day holidays (post 9 October), so lithium (and indeed many mining stocks) may remain down in the dumps for the rest of September.

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Downstream Explorers Lithium Midstream Producers Upstream