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Preference for Midstream, Lithium Explorers

Posted on - 10 May 2022

Category - Asset Allocation

With markets seemingly in freefall it's difficult to pick out many segments within battery materials that we expect to be defensive, but that's what we're paid for - so here goes. This month we add Midstream to our preference list with the view that the fall in cathode precursor prices (however long lived it may be) will allow for some margin expansion in Q2. We also flag Lithium Explorers. It's our experience that Explorers benefit from adding resources and positive newsflow in a down market in a way that other stocks cannot. Despite the fact that as small, often illiquid stocks,...

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Topics

Brine Cobalt Downstream Graphite Hard rock Lithium Manganese Midstream Nickel REE Vanadium