Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Filter by Categories
Asset Allocation
Data update
Development News
Equity markets
Exploration News
Features
Finance/M&A
News & Views
Sponsored
The Drill Bit
The Future
Trade & Demand
Uncategorised

News

Midstream dominates in February

Posted on - 08 Mar 2022

Category - Equity markets

Our Midstream basket was the outperformer in February, and within it, it was the Korean cathode makers that led the way, with L&F (KRX:066970) up 16% and EcoProBM (KRX:247540) up 15%. The market was generally positive on the Midstream space with even perpetual laggard Umicore (EBR:UMI) up 10% during the month. Most cathode makers suggest that they have raw material passthrough clauses with cellmakers so one assumes that the market feels that these producers will be insulated from runaway raw material prices. Downstream weakness continued with both our Cell maker and EV maker baskets down 5%. Nickel was the best...

Login to read full article


Topics

Cathode Copper Downstream Graphite Lithium Midstrea Nickel REE