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Equity update: Graphite basket continues to outperform

Posted on - 07 Oct 2018

Category - Equity markets

Our Graphite equity basket continued to outperform other Battery Metal raw material baskets in September, down 1% m/m in US$ terms vs REE down 13% and cobalt 11%. It is the basket with the least underperformance YTD. Cobalt has been the weakest performer YTD but is now only 5% down y/y and is showing signs of bottoming out. Battery material ETFs were largely in positive territory suggesting that midstream and downstream battery material companies continue to outperform the raw material end of the market. See Battery Materials Review Issue 5 for more detailed commentary.

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Cobalt Graphite Lithium REE