The 'Goldman Sachs vs lithium' saga is far from over. Lithium stocks are bleeding everywhere. Yet GS’ lithium exposure has never been larger. I went through their 13F filings and the most recent news since my November thread. Here's your update: By the way... I've been investing in lithium since 2008 so I've seen a … Continue reading ‘Goldman Sachs vs lithium’ part 2 [Twitter thread unrolled]
1/ Here we go again. $GS and $CS announced bearish views on lithium. Stocks in the sector plummeted. I spent hours reading news and reports to give you a well-rounded summary of what investors and experts say. (and my thoughts at the end) Buckle up: 2/ What happened: • Goldman Sachs forecasted lithium supply to … Continue reading Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be [Twitter thread unrolled]
Lithium is widely found on earth, but to date, the market is still learning to grow and many challenges lie ahead. Rising prices Lithium and other battery metals and minerals are the bottleneck we must solve for the energy transition to go global. Before gigafactories existed, the raw materials in batteries represented only 40% of … Continue reading Lithium ‘charges on’… but these 4 challenges lie ahead for the battery metal
As the lithium thesis becomes mainstream, other commodities that play a role in the energy transition are gaining ground. Graphite tops the list. 📊 Bloomberg Markets Graphite is the largest component of li-ion batteries by volume, as it is most of the anode in an NMC chemistry. 📊 S&P Global Market Intelligence Time to ponder … Continue reading Lithium keeps rising, but guess who’s coming along for the ride? Graphite.
There is no decarbonisation without copper, and we've been underinvesting for over a decade. However, there are projects in the pipeline, if we can get past roadblocks... Here's your list of 10 deposits that could ignite the #energytransition, and bring over 200b lbs in supply 1 🇺🇸 Pebble $NDM.TO Located in Alaska, and potentially a … Continue reading These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply (for mining investors) [Twitter thread unrolled]
Indeed, it is. We're in for a rude awakening. The average rate of discovery for copper deposits has fallen dramatically in the last decade. The problem? We'll need many more deposits to respond to demand… 📊 S&P Global Market Intelligence Why is that? Copper has been fundamental to electrification so far due to its many … Continue reading The copper conundrum… is it really an issue?
Nickel used in EVs soared from 8% in 2020 to 13%. Most analysts expect this trend to accentuate significantly over the next decade. How big will this awakening be? Hard to say. 📊 CRU Group For exposure, here are some names to consider:- SOUTH32 LIMITED | S32 - Nickel 28 Capital Corp. | NKL - … Continue reading Nickel used in batteries already doubled in 2021. Does it belong in your portfolio?
Lithium investing... are you in? Part 1: ASX. This week’s edition up on Synergy’s channel #shorts Full video link in card & below! Welcome to The Weekly by Synergy! 5-minute musings on the markets, current trends, and events. From our opinions, observations, analysis, and news commentary, just a few lines to get you started every … Continue reading New Video Upload : Lithium investing… are you in? Part 1: ASX. This week’s edition up on Synergy’s channel #shorts
Clean energy ASX stocks • Part 1: EVs, hydrogen, lithium and more | Kat, Jess & Paola (test) Hi everyone - we've started doing a weekly Twitter Spaces on investing with Jessica Amir, Katerina Ali, and myself. This week, as a test, I recorded the beginning to see how it would come off. We're looking … Continue reading New Video Upload : Clean energy ASX stocks • Part 1: EVs, hydrogen, lithium and more | Kat, Jess & Paola (test)
Clean energy ASX stocks • Part 2: EVs, hydrogen, lithium and more | Kat & Paola Watch the livestream of this week’s Twitter Space. Kat & Paola discuss electric vehicles, lithium stocks, hydrogen and other trends in clean energy investment. Different perspectives for investing. We covered hydrogen vs electric vehicles, how hydrogen is produced (brown, … Continue reading New Video Upload : Clean energy ASX stocks • Part 2: EVs, hydrogen, lithium and more | Kat and Paola