ELECTRIC VEHICLES

Citi is doubling down on its April short trade because the fundamentals for lithium have not improved, and supply cuts are yet to occur.

In inner city Melbourne where I live you don’t have to look far to see an EV quietly zipping down the street. After a slow start in Australia, the rate of electric...

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

There is renewed interest in explorers such as Cygnus and Mont. Plus, Boss’ first drum of uranium will pave way for growth at Honeymoon.

Lithium prices have rallied. Major broker Citi reviews the lithium market, noting the recent rally is “detached from fundamentals”.

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

Plus, you Mitre guessed: As Bellevue pours gold and FireFly hits high-grade copper, the Parsons crew look like they have another winner.

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?

Pre-auction suggests price is recovering; Syrah raising shows belief in graphite; Kingsland unveils Australia’s biggest graphite deposit.

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?