As we forecast in our 3rd April piece, lithium prices in China now appear to be recovering after widespread production cuts and into the …
Continue reading “Which are the best stocks to buy for the lithium price recovery?”
Lithium chemical spot prices have been in freefall since December and there are many commentators in the market talking about death spirals and about how …
Yesterday was Tesla’s Investor Day and there were some really interesting takeaways from the point of view of the battery raw materials industry that …
Continue reading “Tesla Investor Day – thoughts on raw materials implications”
This article is based on research presented in the August issue of Battery Materials Review and in my presentation to the Fastmarkets European Battery Raw …
