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.
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
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full recording below. Enjoy!
The energy transition is upon us, whether you like it or not. So... here are 5 reasons you SHOULD consider investing in lithium, today and for the long term: 1) To start, rising quantities of batteries are desperately needed to push electrification forward. Electric vehicles require efficient and lightweight power storage (aka batteries) that can … Continue reading These 5 reasons to invest in lithium stocks are all you need to know to add the metal to your portfolio
Hey hey! A few days ago we took part in this event and the conversation was excellent. Thought you'd find it interesting. Access the full video below. Enjoy!
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
Mining companies have been roughly about 30% of listed entities on the Australian Stock Exchange, at least since we started tracking them, back in 2014.
In that spirit, a sensible approach could include allocations in the following:
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
Hey hey! We recently took part in this event and the conversation was excellent. Thought you’d find it interesting. Access the full video below. Enjoy!
Hey hey! We recently took part in this event and the conversation was excellent. Thought you’d find it interesting. Access the full video below. Enjoy!
So the world is going crazy about lithium and it all sort of started back in 2015, when the price tripled (I wrote about it before). Unless you live under a rock you are very aware of this. Most projections strongly suggest that this trend will continue because the fundamentals behind these estimations are very … Continue reading 5 things you need to know before investing in lithium stocks
I am a big supporter of lithium. There are many reasons. I'd say it starts with the fact that there is such a huge potential for demand growth, as our requirements for batteries are expanding and we are most likely years away from a technology that can replace it (such as graphene supercapacitors). When you … Continue reading In lithium, we trust*
A little over a year ago, I wrote about why I thought it was time for investors to return to Argentina; I shared what was happening after Mauricio Macri took office and what was to be expected, in my opinion. Shortly after, I was also one of the experts interviewed by The Northern Miner, a … Continue reading Argentinean conundrum. Part 2: Yes, it is time to go back!
It’s been only 70 days since Mauricio Macri took office, Argentina’s 53rd president, and already the mining industry can celebrate pro-business policies being put forward boldly and without hesitation, as promised during his campaign. The currency controls were lifted swiftly –as I always said they would, but frankly I never thought it would take so … Continue reading The Argentinean conundrum: Is it time to go back?
Mining Investing Toolkit 