Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Filter by Categories
Asset Allocation
Data update
Development News
Equity markets
Exploration News
News & Views
The Drill Bit
The Future
Trade & Demand


Why we think recent sector downgrades are wrong

Posted on - 10 Jun 2022

Category - News & Views

It’s been a busy month for contentious analyst reports, so let’s get cracking. First up was Goldman Sachs’ sector downgrade on 30 May. While GS is good at many things and has one of the biggest commodity teams on the Street, they suffer from the fact that they are generalists and this came out very clearly in their report. CS's sector downgrade suffered from many of the same things and BNEF's long-term Electric Vehicle Outlook was a bit weak on the analysis. Subscribe to Battery Materials Review to read our detailed thoughts on the three reports.

Login to read full article


BNEF Credit Suisse Demand Goldman Sachs Lithium Supply