Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Equity Bottom-Up

Contemporary Amperex Technology (CATL) / Equity Bottom-Up

<ul><li>Significant increase in the lithium market, with double digit percentage increases in the sector</li><li>The information about the market came from China and was transparent, leading to positive market reactions</li><li>Potential impact on downstream battery facilities and operating costs for CATL 's lepidolite mine</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Significant increase in the lithium market, with double digit percentage increases in the sectorThe information about the market came from China and was transparent, leading to positive market reactionsPotential impact on downstream battery facilities and operating costs for CATL 's lepidolite mineThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Thematic (Sector/Industry)

<ul>
<li>EV demand slump prompts CATL production cuts, lithium prices fall below breakeven</li>
<li>What happened to Nvidia's MOAT? AMD is gaining inference traction </li>
<li>Samsung issues at 2nm and 4nm and TSM continues to widen tech leadership. TSM as a Monopsony could hurt TEL and ASML in time</li>
</ul>


EV demand slump prompts CATL production cuts, lithium prices fall below breakeven
What happened to Nvidia's MOAT? AMD is gaining inference traction 
Samsung issues at 2nm and 4nm and TSM continues to widen tech leadership. TSM as a Monopsony could hurt TEL and ASML in time


TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

Founder & Head of Research, Fortress Hill Advisors

Alex Ng

Founder & Head of Research

Fortress Hill Advisors

Founded in Hong Kong in 2019, Fortress Hill Advisor seeks to provide premium economic and financial researches.

Premium Economic & Investment Research

<ul>
<li>Recent improvements in solar and battery technologies have been driven by advances in materials science, manufacturing techniques, and system efficiency.</li>
<li>Solid-State batteries replace the liquid electrolyte in traditional lithium-ion batteries with a solid electrolyte, energy density, and charging speeds. They are seen as a game-changer, especially for electric vehicles.</li>
<li>Both solar and battery technologies are becoming cheaper, making renewable energy more accessible and economically viable.</li>
</ul>


Recent improvements in solar and battery technologies have been driven by advances in materials science, manufacturing techniques, and system efficiency.
Solid-State batteries replace the liquid electrolyte in traditional lithium-ion batteries with a solid electrolyte, energy density, and charging speeds. They are seen as a game-changer, especially for electric vehicles.
Both solar and battery technologies are becoming cheaper, making renewable energy more accessible and economically viable.


Improvement in Solar and Battery Technology

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>CATL / In Depth: Can CATL stay ahead?</li><li>China-Canada /: China to launch anti-discrimination probe after Canada hikes EV tariffs</li><li>Tourists /: China’s cabinet issues guidelines to attract tourists and export its culture</li></ul>

CATL / In Depth: Can CATL stay ahead?China-Canada /: China to launch anti-discrimination probe after Canada hikes EV tariffsTourists /: China’s cabinet issues guidelines to attract tourists and export its culture

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The September 2024 index review results for the STAR 50 and STAR 100 indices were announced after market close on Friday 30th August 2024.</li>
<li>There will be 2 changes for the STAR 50 index and 6 changes for the STAR 100 index.</li>
<li>The STAR 50 and STAR 100 rebalances will collectively trigger one-way flows of more than US$1bn during the September 2024 index rebal event.</li>
</ul>


The September 2024 index review results for the STAR 50 and STAR 100 indices were announced after market close on Friday 30th August 2024.
There will be 2 changes for the STAR 50 index and 6 changes for the STAR 100 index.
The STAR 50 and STAR 100 rebalances will collectively trigger one-way flows of more than US$1bn during the September 2024 index rebal event.


Quiddity STAR 50/100 Sep 24 Rebalance: 100% Hit Rate; US$1bn+ One-Way Flows

China

Contemporary Amperex Technology Co., Limited. operates as a battery products manufacturing company. The Company produces and sells power battery materials, energy storage batteries energy storage battery cells, systems, and other products. Contemporary Amperex Technology also provides batteries recycling services.

Contemporary Amperex Technology (CATL) (300750 CH)

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Contemporary Amperex Technology (CATL) (300750 CH)

Is the lithium bottom in?

Recent double digit percentage increases in the lithium market have benefited struggling companies, with information coming from China leading to...

Money of Mine

TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....

Neil Campling

Improvement in Solar and Battery Technology

Advances in materials science and manufacturing are driving improvements in solar and battery technologies, making renewable energy more...

Alex Ng

CX Daily: Can CATL Stay Ahead?

CATL / In Depth: Can CATL stay ahead? CATL, the world’s largest electric-vehicle (EV) battery maker, is seeking new drivers of growth to help...

Caixin Global

Quiddity STAR 50/100 Sep 24 Rebalance: 100% Hit Rate; US$1bn+ One-Way Flows

In the last month, STAR 50 ADDs have gained 8.0% and STAR 50 DELs have declined 9.5% on average. The Inclusion/Exclusion events will be on Friday...

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Is the lithium bottom in?

Recent double digit percentage increases in the lithium market have benefited struggling companies, with information coming from China leading to...

Money of Mine

TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

​CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....

Neil Campling

Improvement in Solar and Battery Technology

​Advances in materials science and manufacturing are driving improvements in solar and battery technologies, making renewable energy more...

Alex Ng

CX Daily: Can CATL Stay Ahead?

CATL / In Depth: Can CATL stay ahead? CATL, the world’s largest electric-vehicle (EV) battery maker, is seeking new drivers of growth to help...

Caixin Global

Quiddity STAR 50/100 Sep 24 Rebalance: 100% Hit Rate; US$1bn+ One-Way Flows

In the last month, STAR 50 ADDs have gained 8.0% and STAR 50 DELs have declined 9.5% on average. The Inclusion/Exclusion events will be on Friday...

Janaghan Jeyakumar, CFA

CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....

Advances in materials science and manufacturing are driving improvements in solar and battery technologies, making renewable energy more...