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Stay with Lithium on continued Momentum

Posted on - 14 Nov 2022

Category - Asset Allocation

The Midstream segment bounced very strongly in October after weakening substantially in previous months. With power prices ameliorating somewhat, that segment looks likely to stay in focus, but if power prices rise again, it could be at risk. The smart play to us seems to continue to be to focus on Lithium where momentum remains extremely positive. We do see potential for a near-term bounce in copper and aluminium, but the timing and duration of that move may be difficult to call and we prefer to stay with lithium where we have greater visibility over both of those factors.

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Topics

Aluminium Brine Copper Hard rock Lithium Midstream