lithium

The former Pilbara Minerals MD sees America’s ‘huge lithium supply problems’ as a big opportunity for his new company Patriot Battery Metals. Thailand lithium explorer...

Europe-based Sashi Davies says the market is “like back in the early 2000s” when the uranium price began to take off. This augurs well for Boss Energy, as shown by...

Plus, the latest list of up-and-coming projects gives investors plenty to mull while MinRes and Pilbara respond to lithium market rumours with simple facts. BHP’s...

What do you get when you mix a megatrend, eye-watering demand and constrained supply?  Lithium.  The International Energy Agency (IEA) has crunched the numbers on...

Macro narratives are powerful things. They foment fear in bear markets and fuel confidence in bull markets. But narratives also do their best to mask opportunities. ...

The Electric Vehicle (EV) metal theme has performed particularly well over the last four months in spite of the prevailing mood of doom and gloom in this bear...

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...

Thematic investing is a forward-looking investment approach that seeks to capitalise on megatrends. Thematic investing can focus on short-term, more cyclical themes...

There’s growing talk that power utilities are about to sign a rash of non-Russian supply contracts, with the likes of Boss poised to benefit; Plus, battery-types are...

Plus, Strandline set for first cashflow at WA mineral sands project, marked-down AuTECO labelled ‘one of the most exciting junior gold explorers on the ASX’ and Cameco...