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]
Given recent developments, I feel fitting to bring back this piece by Benchmark Mineral Intelligence in response to Goldman Sachs. Minor edits for brevity. Lithium oversupply? Not likely. Why? 1) The industry cannot rely on China feedstock meeting the market Goldman sees the most “significant” new lithium supply coming from China. Despite progress, Chinese hard rock resources are … Continue reading Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs [Twitter thread unrolled]
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