China & HK Strategy: Rare Earths - What and How?
US-China trade negotiation is heavily influenced by rare earths, with China processing 90% of the global supply and the US relying on China for...
385 Views
MV Global Rare Earth/Strategic Metals Index Rebalance: One Delete & Other Changes
Standard Lithium is a delete. Estimated one-way turnover of 8.9% results in a round-trip trade of US$61m. Pilbara Minerals is a passive buy...
719 Views
MV Global Rare Earth/Strategic Metals Index Rebalance: One Add, One Delete & Other Changes
Vulcan Energy is an add and Tianqi Lithium is a delete. Estimated one-way turnover is 2.5% and the round-trip trade is US$37m. Vulcan is up a lot...
537 Views
MV Global Rare Earth/Strategic Metals Index Rebalance: Two Deletions & Other Changes
Core Lithium and Piedmont Lithium will be deleted from the index in June. Estimated 1-way turnover is 6.4% resulting in a 1-way trade of US$28m....
324 Views
Quiddity SSE50/180 Jun 24 Rebalance: US$1.8bn One-Way Flow; LONGs up 8.6% Vs SHORTs in a Month
On average, the LONGs are up 5.6% and the SHORTs are down 3.0% since the pair trades were suggested (on 6th May 2024). Some of these have to be...
466 Views