Lithium-ion batteries play a crucial role in the energy transition. But while lithium-ion batteries continue to be the battery of choice, this is a decades-old technology. There’s plenty of innovation happening in the industry, and this is a space ripe for disruption.
Search Results for: lithium
Why 2024 Rate Cuts Are Coming into Range
In today’s Money Morning…it’s been a tough 18 months…but it’s not 2008 here…a bet I’m willing to take and am positioning for accordingly…individual analysis matters…and more…
How ‘This Time IS Different’ for Commodities
There’s been a lot of talk about how the clean energy revolution could cause an unprecedented commodities boom. Despite this, commodity prices haven’t responded in kind, especially in the last few months, while producers of different commodities are reporting lower production and thinner profit margins. What is going on? Is there a commodity boom or not? Read on to find out how to develop the right portfolio strategy to deal with what’s happening…
The Race of the Decade
More automakers and battery makers are building gigafactories to secure their supply chains and cut down costs…and these are going to need plenty of critical minerals.
The Short Covering Rally is Over
In today’s Money Weekend, Bond markets around the world are seeing strong selling pressure…Chinese growth is struggling to gain much traction…commodities have been selling off…and more…
Lithium Takes a Dive…Is it Time to Bail Out?
Over the last month, the lithium sector has been thumped. Last year’s hot stocks have been declining this year with losses worse for explorers and developers. However, there’s a little more to this story than just a falling commodity price. Why? Well today, I will attempt to unpackage this. Read on to learn more…