Lithium: What’s the right number?
It’s been an exciting two weeks in the lithium market, with the second price spike this year and a number of brokers seeming to start to catch up with the huge growth in ESS installations and to adjust their demand…
Matt Fernley
Read MoreLithium: What’s the right number?
Silver: Warming up for a new supercycle
If you’re not in silver, why not? First up I should say that for most of my career, I’ve been wary about investing in precious metals. I’ve always preferred materials where I could forecast demand and that hasn’t been precious…
More realistic solar installation forecasts – What does it mean for BESS and Lithium? (Part 4)
In Part 1 of this Series I explained why I think current solar installation forecasts from big groups like IEA and BNEF are overly conservative. I flagged how these forecasts being overly conservative don’t just impact the solar industry, but…
More realistic solar installation forecasts: What does it mean for silver and antimony? (Part 3)
In Part 1 of this Series I explained why I think current solar installation forecasts from big groups like IEA and BNEF are overly conservative. I flagged how these forecasts being overly conservative doesn’t just impact the solar industry, but…
More realistic solar installation forecasts: What does it mean for Cu and Al? (Part 2)
In Part 1 of this Series I explained why I think current solar installation forecasts from big groups like IEA and BNEF are overly conservative. I flagged how these forecasts being overly conservative don’t just impact the solar industry but…
What could more realistic solar installation forecasts mean? (Part 1)
It’s a big bugbear for me that renewables analysts are so conservative on their forecasts for solar installations. I mean how can you allow yourself to make the same mistake for nearly five years in a row? For full disclosure…
Changes to China mining and industrial legislation could impact sector
The past few months have seen some quiet changes to the way that China is doing business in critical raw materials, particularly within China itself. In June an amendment to China’s unfair-competition framework came in, aimed at curbing price wars,…
Is it time for the aluminium/copper ratio to revert?
It may be difficult to believe now but once, long ago, aluminium was the darling of commodity markets! When I started my career as a commodity analyst in the early-2000s aluminium was king. At that time the European and North…
Valuing Rare Earth Development stocks: A Guide
With the changes to the Chinese export licencing regulations, the drop in Chinese exports and the resulting shortage of Rare Earths (REEs) in Western markets, and the US government’s deal with MP Materials, the Rare Earth mining sector has been…
Lithium Brine stocks look undervalued vs Hard Rock
Suggesting that Lithium Brine stocks are undervalued vs Hard Rock is quite a statement when practically all lithium stocks look undervalued at the moment, despite the spike in share prices since mid-June! The chart below highlights the magnitude to which…