While lithium prices have been slumping this year, prices remain historically high. Lithium is a crucial component of the energy transition and money keeps pouring into lithium— and the critical minerals sector — as demand continues to grow.
Lithium
Core Lithium [ASX:CXO] Shares Tumble amid Disappointing Q4 Update and Guidance
Core Lithium’s share price fell by 16% this morning as the company posted lowered production guidance for FY24 and FY25. The company blamed early development pains and remained confident it could restore production, but shareholders remained concerned
The Commodities Boom That Isn’t…YET
Are you wondering why the purported resources boom doesn’t really feel like one? You’d be forgiven for being puzzled by the recent price movements. It’s not just the stock prices of individual mining companies. The commodities have been trending weakly as well. The only exception is in lithium and rare-earth element (REE) companies. If there’s so much talk about a forthcoming energy revolution, why hasn’t the market priced that in? Read on to find out…
EVs, Lithium and the Big Market Delusion
Tesla shares have more than doubled in the first six months of 2023, rebounding after a tough 2022. The carmaker is the most visible firm associated with the transition to EVs and the green energy transition more broadly. And its success has spurred the entry of competitors the world over. Snaring even a fraction of that pie will be more than enough, the thinking goes. But that’s what I want to discuss today — the perilous reliance on big markets to evaluate a stock’s potential…
An Overlooked Investment Trend in Critical Minerals
The boom in electric vehicle sales is causing a rush to secure critical minerals. But securing supply for the energy transition doesn’t always mean digging up stuff from the ground…
2023…Sitting in the Eye of the Inflationary Storm (Part Two)
Today, James Cooper continues to discuss the longer-term implications of underinvestment in traditional energy sources…oil, gas, and coal. Yes, the world needs to end its reliance on fossil fuels, but we still live in an oil economy. With new discoveries at multi-decade lows, an energy crisis looms. With that comes the re-emergence of inflation. Read on to find out more.
