Industry sees resource scarcity; 8 offtakes signed in April
In this month’s Battery Materials Review, we ask “What does the Industry know that the Equity Market doesn’t?”. The Industry clearly recognises something because it signed up EIGHT offtake agreements in lithium and graphite alone in April. You don’t lock in eight offtake agreements if you don’t think that material is going to be in short supply. But the equity market seems to be obsessed with near-term price weakness and is not paying any attention to this…
Topics
Batteries
Cobalt
Graphite
Lithium
Offtake
