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Go defensive: Near term outlook worrying

Posted on - 12 Jun 2024

Category - Asset Allocation

We’re conscious as we write this that the beginning of June has already not been a great time for battery raw materials equities and there may be some element of closing the barn door after the horse has bolted. But, unfortunately, we think the situation can still get worse. With cathode output in China having peaked in May, and our new understanding of the dynamics of the lepidolite industry in China, we believe there is every possibility that lithium prices could go lower, potentially lower than they reached in Jan/Feb. As a result, we believe it’s time to take any...

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Cell makers Cobalt EV Makers Graphite Lithium Manganese Midstream Nickel REE