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Lithium the big winner in 2021: Like Li, Graphite & REE for 2022

Posted on - 12 Jan 2022

Category - Asset Allocation

Unsurprisingly it was our Lithium baskets which were the big winners in 2021, with triple digit performance for the year, well-above the next best performing basket, which was the REE basket. It’s worth pointing out that even though our lithium baskets saw 100-200% price increases, this was still below the sort of price increases we saw for the underlying materials. While some of the junior stocks ran up strongly in 2020 when the market first moved, many of the larger producers have been substantial underperformers vs the materials and we don’t feel this is particularly justified, particularly with the change...

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Topics

Brine Cobalt Downstream Graphite Hard rock Lithium Manganese Nickel REE Vanadium