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Where are the opportunities in the equity sell off?

Posted on - 12 Jul 2022

Category - Equity markets

Following the huge equity market sell-off in recent months, we felt it would be useful to look at recent trends for key battery materials and different stocks and subsectors. It's been a torrid several months for equities in general, but it’s raw materials equities that have suffered the most in the near-term, and the magnitude of the underperformance vs other battery sectors looks overdone. Perhaps the biggest sector losers on a three month basis are lithium and graphite. Our hard rock lithium equity basket is down 44% over three months and our brine basket 50%. This despite the fact that...

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Equities Graphite Lithium Manganese Nickel Valuation