ELECTRIC VEHICLES

Latest news and analysis on ELECTRIC VEHICLES

Equities

EVs hit a speed bump

Following a period of exponential growth, the outlook for EVs has recently become more challenging. Where do we see the opportunities?
Anthony Doyle
Firetrail Investments
Equities

Investors dipping toes back in lithium waters amid growing doubts over big banks’ bearish calls

There is renewed interest in explorers such as Cygnus and Mont. Plus, Boss’ first drum of uranium will pave way for growth at Honeymoon.
BOE
+1
Barry FitzGerald
Independent Journalist
Commodities

Lithium rally is “detached from fundamentals” - go short says Citi

Lithium prices have rallied. Major broker Citi reviews the lithium market, noting the recent rally is “detached from fundamentals”.
CXO
IGO
+7
Carl Capolingua
Livewire Markets
Equities

A 10-bagger battery metals play (and how this fundie found it)

Emanuel Datt explores an unloved biopharma company, a manganese miner and a rare earths explorer that grew into a $1bn market cap producer.
Glenn Freeman
Livewire Markets
Equities

‘Twinkle Toes’ Harmanis dances a gentle jig after sightings of lead, zinc and silver on the Talisman rig

Plus, you Mitre guessed: As Bellevue pours gold and FireFly hits high-grade copper, the Parsons crew look like they have another winner.
BGL
+2
Barry FitzGerald
Independent Journalist
Investment Theme

Will the copper rally hold?

Dr Copper is the one Chief Economist I actually pay attention to when assessing the global economy. Could $4/lb now be too cheap for China?
BHP
+1
Kingsley Jones
Jevons Global
Commodities

Pilbara’s one-off sale shows lithium bears may have to eat their shorts

Pre-auction suggests price is recovering; Syrah raising shows belief in graphite; Kingsland unveils Australia’s biggest graphite deposit.
+1
Barry FitzGerald
Independent Journalist
Investment Theme

Why is sentiment improving in lithium majors?

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?
IGO
+6
Kingsley Jones
Jevons Global
Equities

AuTECO poised to close gap on copper peers amid more bullish forecasts for red metal

Ken Brinsden ponders valuation disconnect between WA and Canadian lithium companies, UBS backs gold and iron ore run puts CZR in spotlight.
BGL
BHP
+10
Barry FitzGerald
Independent Journalist
Equities

Lithium sector salivates as Azure bid set to unlock flood gates on $1.6b in investor cash

Spotlight swings to Patriot and Wildcat, plus Calidus’ new Bulletin gold deposit is being likened to Spartan’s rich Never Never find.
+5
Barry FitzGerald
Independent Journalist
Commodities

The five best charts from the IEA’s World Energy Outlook 2023

The International Energy Agency says global oil, gas and coal demand is set to peak by 2030.
Kerry Sun
Livewire Markets
Equities

‘Incredible lithium price spike’ on way as new chemical capacity drives demand, says Brinsden

Former Pilbara chief says history set to repeat; Neil Biddle now into helium at Greenvale and Spartan gets big price target as gold jumps.
+3
Barry FitzGerald
Independent Journalist
Equities

EVs poised to send graphite price into overdrive amid big supply deficit

Outlook is good news for Kingsland and its big NT graphite find; Rio sure to be looking at strong DFS numbers on CZR’s iron ore project.
BHP
+2
Barry FitzGerald
Independent Journalist
Equities

BHP not turning fickle on beaten-up nickel

Plus, Stavely flags its Kimberley nickel prospect next to IGO's hot hit, S2 to drill alongside Fosterville and CZR poised for iron ore DFS.
BHP
RIO
+2
Barry FitzGerald
Independent Journalist
Expert Insights

Why the best value from electrification won't be found in Tesla

For that, investors should look upstream.
WOR
+5
Chris Conway
Livewire Markets
Commodities

The lithium dilemma: bright horizons or dark clouds ahead?

Lithium market faces supply challenges beyond 2030. Brazil's Araçuaí Pegmatite District emerges as a potential game-changer for investors..
+5
Dylan Kelly
Terra Capital
Commodities

Lithium sector awash with bluff ’n bluster as billionaires jostle for position

By contrast, Beament’s offer for Essential is a drama-free push to make action. Plus, Ausgold's 3Moz project advances and uranium soars.
AUC
BOE
+9
Barry FitzGerald
Independent Journalist
Investment Theme

"Houston, we have a trucking problem" + the 'picks & shovels' investment approach

We can't beat Father Time so we adapt as we age. We depend on trucks and by default those behind the scenes who keep us moving forward.
BAP
MXI
Robert Miller
NAOS
Equities

With share freefall over, ‘project enhancements’ now key to Chalice claw-back

Plus, Coda finds enhancements of its own at South Australian copper project and Evion finds fans amid forecasts of graphite shortfall.
BHP
CHN
+2
Barry FitzGerald
Independent Journalist
Equities

Parsons looks to repeat Bellevue success with AuTECO purchase of Canadian copper-gold project

Plus, Beament’s Develop tables more cracking hits ahead of Woodlawn zinc-copper resource update and Meteoric gets pulses racing.
BGL
BHP
+4
Barry FitzGerald
Independent Journalist
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