electric vehicle

Newly-listed explorers James Bay and Pioneer Lithium join the game. Plus, signs of a turn for rare earths, which is good news for Codrus.

The Allkem-Livent merger and takeover interest in Liontown Resources portend a consolidation driven by vertical integration and the US IRA.

Rare Earth outlook has deflated rapidly in March, but with the likes of Twiggy and Gina Reinhart backing the sector, now is the time to buy

Lithium dominates discussion for battery metals. We like Syrah Resources, which produces the good Carbon called Graphite. It is not a metal.

Develop, Beament’s miner-cum-contractor, has been amassing a big team to capitalise on the shortage. Plus, Patriot’s bumper lithium hit.

Developed economies are striving to decarbonise transport. But China dominates the EV battery supply chain, leaving the west vulnerable to delivery interruptions or...

This is a busy time of year for me. There is the Australian reporting season, the US third quarter reporting season, and the conference season. Last week was...

For all the talk of soaring lithium prices, it’s another battery metal that has caught the attention of Mathan Somasundaram. He doesn’t currently own the nickel mining...

With the global electric vehicle (EV) market forecast to grow 10-fold by 2025 and 50-fold by 2030, and rising demand for energy storage, there’s never been a better...

Plus, shares in battery graphite producer Syrah hitch an electric vehicle ride while Mincor looks set to follow suit in the name of nickel. Buying into one of the...

As natural resources equity investors, we believe the clean energy transition and its impact on materials demand should not be overlooked. This is a global, multi-year...

This quarter we wanted to focus on the significant medium-term opportunity around raw materials for Electric Vehicles (EVs), and particularly...

Cable media stocks fell sharply after AT&T announced video subscriber losses, following Comcast and leading to $60 billion being wiped off their valuations. Investors...