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Lithium to outperform into weaker equity market

Posted on - 11 Oct 2022

Category - Asset Allocation

It was a horrific month for many global equity investors in September with the S&P Global 1200 index down 10% and many battery materials subsectors down twice that. Following the sell-off, we’re re-iterating our preference for Lithium, with a focus on Explorers. Following the sell-off we still think Graphite looks like good value and we believe that REE is due for a run in the near-term. We have pulled back from our preference for Midstream in the near-term due to the high power intensity of cathode and anode production. With rising power prices we see potential for margin erosion over...

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Brine Developers Downstream Explorers Graphite Hard rock Lithium Midstream Producers REE