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Lithium to take a break? Focus on REE

Posted on - 09 Feb 2021

Category - Asset Allocation

While it’s fair to stay that I remain positive on the Lithium segment, given the huge amounts of capital raised in the second half of January and the first week of February, I think it’s likely that lithium stocks might take a pause for a few weeks as investors digest all this new equity. My view on that is that even though a huge amount of capital has been raised, it’s still not enough to derail the development of a supply/demand imbalance. And, notwithstanding that, material prices continue to rise in the near-term. In the near term I think REE...

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Topics

Cobalt Graphite Lithium Manganese Nickel REE Spodumene Concentrate Vanadium