Matching China’s Playbook: U.S. Turns to Lithium Americas
​Lithium Americas' Thacker Pass project leads US shift to state-backed mineral investments, mirroring China's strategy for securing critical minerals.
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Allkem + Livent = Arcadium : Updated Expected Index Flows
Flows for Livent-become-Arcadium Lithium over the next 3 days are relatively prodigious. This comes from upweights in US indices not matched by...
1.8k Views
Back to Near-Term Bullish on SPX and Nasdaq 100; Supports Held at SPX 6480-6520 and QQQ $580-583
Back to Near-Term Bullish on $SPX and Nasdaq 100 $NDX; Crucial Supports Held at 6480-6520 on SPX and $580-$583 on $QQQ, we are near-term bullish as...
216 Views
MV Global Rare Earth/​​​​​Strategic Metals Index Rebalance: One Add, One Delete & Other Changes
The inclusion of IperionX, deletion of Patriot Battery Metals, float and capping changes result in an estimated one-way turnover of 6.3% and in a...
609 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