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…
Search Results for: lithium
Rethinking the Future of the Green Agenda
Climate change and the green energy agenda are currently dominating social, technological, and economic discourse wherever you go. I get how it’s something that many are made to believe is an existential crisis. When you think carefully about it, many things don’t add up. That said, I believe we’ll see society move towards electrification and developing its energy and digital technology. It’s something that we ought to have done decades ago. To achieve that, there must be a substantial increase in production and development. That means an increased need for natural resources.
Will the Energy Transition Reverse Even Sooner Than Expected?
It has become downright fashionable to point out net zero’s flaws, popping the previously impervious climate change bubble. But what does this mean for financial markets and investors? The transition from net zero metals back to fossil fuels may occur much sooner than expected.
Closing Bell — Nothing Can Stop Gold Now
With inflation remaining sticky, a banking crisis, and a rising gold/oil ratio, the moons could be aligning for a sustained breakout by gold to new all-time highs and a strong run in gold stocks. See this in the technical set-up that I explain in today’s ‘Closing Bell’ video…
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…
Anson [ASX:ASN] Rises, Allkem Flat and Vulcan Halts for Lithium Thursday
Lithium explorers Anson, Allkem and Vulcan each had updates to share today, the former two consisted of project updates, with the latter looking to raise funds for its integrated renewable energy and lithium project.