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The lithium supply chain is being reshaped dramatically from end to end

John Robertson

PortfolioDirect

The lithium supply chain is being reshaped dramatically from end to end. It is hard to imagine such radical changes leaving operating margins for miners unaffected despite aspiring producers speaking as though they are impregnable. This is the theme in my latest Mining Journal column ((VIEW LINK). The archive of my weekly Mining Journal columns is available here: (VIEW LINK).

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John Robertson
John Robertson
PortfolioDirect

John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...

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