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.
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…
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…
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.
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…
Markets dropped overnight on fears that China’s economy is slowing. It may be so, but one sector keeps plugging along. In today’s article, we look at how the Asian giant has become a heavyweight in this sector and how it’s slowly shifting attention away from the US dollar.
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