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Fill your boots with Lithium!

Posted on - 07 Jan 2021

Category - Asset Allocation

I’m all in on lithium equities in this month’s Battery Materials ranking, suggesting that lithium stocks should continue their strong run. With prices off the trough all through the lithium supply chain and anecdotal reports of inventories falling in China, processing capacity startups this year and EV sales going gangbusters, I’m excited about the potential for lithium stocks. Even though some have doubled or even trebled, the double whammy of price increases and the potential to increase production could see both developer and producer equities increase substantially further from their oversold positions. While I’m positive about all the battery materials,...

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