Primer: Livent (LTHM US) - Aug 2026
Merger with Allkem Creates a Global Lithium Leader: In January 2024, Livent merged with Allkem to form Arcadium Lithium, now one of the world's...
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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...
1.9k Views
Allkem/Livent (AKE AU | LTHM US) Merger Update: MUCH More Than Meets The Eye
The Allkem/Livent Shareholder Meetings take place 19 Dec. If agreed, this deal gets done quickly. Then we have index fun. The price of lithium...
2.4k Views
2023 4th Qtr Letter to Investors: A Deep Dive into Lithium
2023 was a challenging year, there was a lot of volatility in both long and short books. We reserve the bulk of the letter for an extended...
344 Views
Weekly Sustainable Investing Surveyor - Week Ended January 5, 2024
The WTR Sustainable Index was down by 3.2% W/W versus the S&P 500 Index (down 1.5%), the Russell 2000 Index (down 3.7%), and the Nasdaq Index (down...
421 Views