ELECTRIC VEHICLES

Latest news and analysis on ELECTRIC VEHICLES

Equities

Why it’s still too early to call the low in battery metals prices

Morgan Stanley outlines why the prices of key battery metals like nickel and lithium aren’t likely to rally any time soon.
BHP
CXO
IGO
+10
Carl Capolingua
Livewire Markets
Commodities

Kingsland emerges as key piece in huge battery graphite and renewable power jigsaw

Energy specialist Quinbrook pays a premium for stake in Australia’s biggest graphite resource; Plus, Andean shows why silver stocks are hot.
ASL
SS1
+1
Barry FitzGerald
Independent Journalist
Commodities

Exclusive: Ioneer’s green light for Nevada lithium project

Plus, Sunstone dangles two big resources and huge upside as it opens data room to global majors.
INR
Barry FitzGerald
Independent Journalist
Equities

Citi downgrades ASX lithium sector earnings. This is its only remaining buy

Citi has revised its lithium forecast, noting a “cautious approach”. This means downgrades for some ASX lithium stocks within its coverage.
IGO
+3
Carl Capolingua
Livewire Markets
Commodities

Hard-hit lithium juniors get M&A bounce as Rio bid fuels talk of takeovers and supply deficits

Plus, Nimy creating a buzz with copper and gallium hits in remote WA.
+5
Barry FitzGerald
Independent Journalist
Equities

Lithium spring on the cards as green shoots emerge

There are several pieces of credible evidence to support the case for a price bounce, which would be good news for fast-growing Patriot.
IGO
+2
Barry FitzGerald
Independent Journalist
Equities

Latest lithium views from 3 major brokers: Price forecasts & ASX lithium stock picks

Three major brokers update on the latest lithium market trends, including price forecasts, plus – which if any ASX lithium stocks are a buy?
CXO
IGO
+6
Carl Capolingua
Livewire Markets
Equities

Investing in lithium is hard

The Blackwattle Small-Caps team explores 3 ‘real’ businesses that are primed to benefit from the electrification of Australia.
BPT
Daniel Broeren
Blackwattle Partners
Equities

Bad Chinese news seen as good news for copper price

Expectations of Chinese stimulus grow; A project funding-led re-rate on the cards at Develop and Orion cheers South African election.
BHP
+3
Barry FitzGerald
Independent Journalist
Equities

Spartan takeover talk: major shareholder said to eye $1-plus for runaway gold explorer

Plus, still plenty of reasons to follow Wildcat, Patriot and Raiden in lithium space. Ditto for Sunstone’s fast-emerging gold-silver find.
+4
Barry FitzGerald
Independent Journalist
Commodities

Citi now “doubly bearish” on lithium

Citi is doubling down on its April short trade because the fundamentals for lithium have not improved, and supply cuts are yet to occur.
CXO
IGO
INR
+7
Carl Capolingua
Livewire Markets
Private Assets

Is EV charging ready to drive returns for investors?

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...
Steve Gross
Palisade Impact
Equities

EVs hit a speed bump

Following a period of exponential growth, the outlook for EVs has recently become more challenging. Where do we see the opportunities?
+2
Anthony Doyle
Firetrail Investments
Equities

Investors dipping toes back in lithium waters amid growing doubts over big banks’ bearish calls

There is renewed interest in explorers such as Cygnus and Mont. Plus, Boss’ first drum of uranium will pave way for growth at Honeymoon.
BOE
+1
Barry FitzGerald
Independent Journalist
Commodities

Lithium rally is “detached from fundamentals” - go short says Citi

Lithium prices have rallied. Major broker Citi reviews the lithium market, noting the recent rally is “detached from fundamentals”.
CXO
IGO
+7
Carl Capolingua
Livewire Markets
Equities

A 10-bagger battery metals play (and how this fundie found it)

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

‘Twinkle Toes’ Harmanis dances a gentle jig after sightings of lead, zinc and silver on the Talisman rig

Plus, you Mitre guessed: As Bellevue pours gold and FireFly hits high-grade copper, the Parsons crew look like they have another winner.
BGL
+2
Barry FitzGerald
Independent Journalist
Investment Theme

Will the copper rally hold?

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?
BHP
+1
Kingsley Jones
Jevons Global
Commodities

Pilbara’s one-off sale shows lithium bears may have to eat their shorts

Pre-auction suggests price is recovering; Syrah raising shows belief in graphite; Kingsland unveils Australia’s biggest graphite deposit.
+1
Barry FitzGerald
Independent Journalist
Investment Theme

Why is sentiment improving in lithium majors?

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?
IGO
+6
Kingsley Jones
Jevons Global
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