batteries

Net Zero initiatives are gathering pace. While moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning...

Lithium-ion battery demand will increase more than ten-fold over the decade to 2029, says Roskill Information Services. This will inevitably lift prices for the...

Protean Energy's strategy is to build a vertically integrated vanadium business, with the upstream including the 490 Mlb V2O5/18.4 Mlb U3O8 Daejon Vanadium-Uranium...

While there are no Electric Vehicle (EV) manufacturers listed on the Australian Stock Exchange, Australia has a number of companies that participate in the most...

Our EV thematic has been discussed in previous articles, most recently in February 2017. Given the major developments in this space during September, we felt it timely...

Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent...

We have had a long-term position in lithium miners Orocobre (ORE) and Pilbara (PLS). We have varied our investment in these companies over the last few years, as their...