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Most positive on battery materials in a year

Posted on - 06 Sep 2020

Category - Asset Allocation

A study of our average battery materials rankings for the past 12 months shows that we continue to be at our most constructive on battery materials now that Covid-19 effects have largely worn off and that EV sales in Europe continue to take off. We possibly went positive on the sector a little too early given the length of the supply chain; it has certainly taken longer for the strength in EV sales to percolate down to materials producers than we would have thought in May but our methodology is generally in line with equity performance in the raw materials...

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Battery Materials Covid-19 EVs Nickel Spodumene