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Maintain preference for Lithium

Posted on - 12 Dec 2022

Category - Asset Allocation

Given our comments on Lithium in this month's Feature article, it’s perhaps not a major surprise that we continue to prefer Lithium within the battery complex this month. Even though there has been negative momentum due to tax loss selling in North America and various negative broker reports, we continue to prefer lithium within the context of the overall battery materials universe, and we continue to prefer explorers and developers over producers within that. The big surprise for the month was Graphite (at last)! While the basket performance doesn’t fully redress considerable underperformance of the equities compared to the material...

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Cobalt EV Makers Graphite Lithium Manganese Midstream Nickel