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?
Today, you’ll be hearing from one of our analysts, Selva Freigedo, who has a special interest in the commodities sector. 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.
Where everyone thinks alike, no one thinks very much. In these volatile times, independent thinking is a virtue. Being a contrarian can pay off amid fear and panic. So, with worries demand for commodities will slump this year, do commodities offer an opportunity for a contrarian investor?
What does a bet between two academics have to do with lithium-ion batteries? Quite a lot. Read on to find out why.
In today’s Money Morning, in a close to four-hour presentation in Tesla’s Texas gigafactory, the EV maker presented its third master plan at their first Investor Day. Turns out Tesla has been rethinking manufacturing. And the targets it’s marked puts a fire under lithium demand…
Quick summary: EV sales may not be strong in Australia, but in Europe they’re surging…why this trend continues to be a lucrative source for investor returns…how to find investment avenues in the EV sector beyond lithium…and why rising protectionist policy-making could benefit Aussie miners…
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