ELECTRIC VEHICLES

Red metal looking like lithium of two years ago as recession fears offset low inventories and surging demand forecasts; It points to leveraged upside for juniors like...

One of the world’s largest electric vehicle producers, Tesla (NASDAQ: TSLA), announced US$21.45 billion in revenue for the September quarter, behind analyst...

We complete our sustainability portfolio with defensive exposures in water, waste management, recycling, energy storage, and renewable energy, alongside our...

If you had 4,000 square kilometers of tenement package that is prospective for a metal that trades for around $2M per tonne, you might expect to have the phone run...

The unprecedented outlook for the red metal is big news for the juniors, such as Sunstone, which analysts have just suggested could have up to 15Moz of gold equivalent...

The transportation sector accounts for approximately 16% of all global emissions, of which road transport is responsible for about three quarters(1). It’s clear that...

Before this week’s plunge, equities reflected long-term lithium price forecasts, which are far below spot prices, making predictions of crash in short-term prices...

It’s time for a new episode of Stocks Neat, the podcast with nothing watered down. In this episode, Forager Funds' Gareth Brown and I are talking about the electric...

Transportation is one of the single largest sector contributors to Greenhouse Gas (GHG) emissions in the world. Unlike other sectors, however, the transport sector...

In the second episode of the Firetrail Investments Analyst Series 2022,  Eliza Clarke & Blake Henricks take a deeper dive into the market dynamics at play for energy...