A Tale of Two Energy Economies
While markets continue to be bogged down by the US debt ceiling and talks of recession, the lithium recovery is well underway.
Lithium
Lithium Stocks, Graphite Stocks, Copper Stocks. Whose Upside is Highest?
Today we investigate lithium, graphite, and copper. What is their demand outlook? Their supply outlook? What is the long-term consumption trend? And how is the market assessing lithium, graphite, and copper stocks? Read on to find out…
Is It Time to Add Lithium Stocks for a Coming Recovery?
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…
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…
