ELECTRIC VEHICLES

January saw volatility return to Lithium and Cobalt markets, both correcting on oversupply anxiety. Glencore announced that its Democratic Republic of Congo (DRC)...

As a professional investor, it may surprise some to hear that when it comes to investing, most of the time I lack clarity. Genuine, unequivocal, definitive clarity....

We recently undertook a review of a company called Lynas Corporation (LYC). LYC is a miner and processor of rare earths. Rare earths are a critical component within...

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...

Commodity prices have defied pessimism and rallied solidly over recent months on the back of improved Chinese economic prospects, stability on the European political...