Stay defensive: Equity markets have woken up to risks
It’s difficult to write about what happened in equity markets in July when one is very aware that what happened at the beginning of August totally eclipses that, but here goes anyway… July was a mixed month for lithium equities, with large cap producers generally holding up OK, but a substantial sell off amongst smaller cap companies. It was also a painful month for many base metals producers, nickel amongst them, as concerns about slowing economic growth in the Western World triggered large scale selling. EV makers were winners in all this with strength in Tesla (NASDAQ:TSLA) and dead cat...
Topics
Brine
Cellmakers
DLE
Equity
EV Makers
Graphite
Lithium
Midstream
Nickel
