Ganfeng Lithium IPO: Catching a Falling Knife
The past month has seen some developments in the lithium sector. There were some transactions announced and prospects of few IPO. Given the...
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A Common Concern: Is There Enough Lithium to Support the Expected Growth in EVs?
In our previous report: Commercialisation of Solid-State Battery Technology Seems to Be Taking Too Long , we mentioned that solid-state technology,...
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Toyota: Revenge of the Hybrids
As the focus on EVs continues to intensify, we examine the growing penetration of the now-overlooked, humble hybrid. With its flagship bearer, the...
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Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel Ā exporters to the US.Steel exports to US...
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Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
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