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HR Lithium manages a dead cat bounce

Posted on - 12 Feb 2025

Category - Asset Allocation

Hard Rock lithium producers and developers were the second-best performing sector in January after better than expected production results and stabilizing lithium prices, caused investors to look at the sector again after last year’s sell off. Manganese stocks had a nice bounce on not much news, REE stocks performed well off a recovery in NdPr prices and Midstream made back some of the losses from December. We continue to see signs of life in Graphite and note increased investor interest in the sector off possible trade action from both the US and China. We like REE as price momentum seems...

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Topics

Equities Graphite Hard rock Lithium Manganese REE