You can’t get around the fact that the main driver of growth in the battery market over the past 12 months has switched away from EVs and to ESS. And ESS demand is starting to go mainstream, with a number…
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…
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…