In today’s issue of Fat Tail Commodities, James Cooper reassesses lithium. In late 2022, he described the commodity as a hyped-up one-hit wonder that was fully priced in as an investment theme. But is that still the case? With prices falling almost 70% since topping out in November 2022, the justification for getting into this sector is growing stronger. Read on to find out why…
Lithium
All Energy Paths Lead to Mining
News from one of the world’s largest lithium-producing countries is creating plenty of uncertainty and could be an opportunity for Australia. Geopolitics is changing, and right now mining is at the centre of it all…
The Great Battery Disruption
Batteries play a crucial role in the energy transition. With the battery industry focusing on improving current lithium-ion batteries but also working on alternatives, there’ll be a lot of disruption in this industry, which keen-eyed investors can seek to capitalise on…
What Happened to ASX Lithium Stocks?
Lithium has been on a wild ride in recent years, with stocks going from top performers to some of the worst performers. So what happened? Is the lithium stock slump permanent? Or does the contraction offer buying opportunities? Read on to find out…
The Energy Transition…from Russia to China?
Governments are trying to save the planet from carbon dioxide. Last time around, this meant a shift from dirty coal to clean gas. Which didn’t work out very well for the Europeans, who chose to rely on Russian gas specifically. But what if we’re about to make the same mistake as we transition to renewables?
We’re Going to Need More, So We Need to Find More…
Albemarle’s recent takeover offer for Liontown Resources has sparked the lithium sector. It’s also highlighting the fact that while lithium prices have dropped securing lithium supply still isn’t that easy.