Primer: Sigma Lithium (SGML US) - Nov 2025
Pure-Play, Low-Cost Producer with Ambitious Growth: Sigma Lithium is a new, low-cost producer of high-purity, environmentally friendly lithium...
203 Views
The Rise, Fall, and Rise Again of Lithium - A Critical Material Back in the Spotlight
The most active lithium carbonate contract surged 9% to 95,200 yuan ($13,400) per ton today following a positive forecast from Ganfeng Lithium...
491 Views
OV #37 – From Chips to Ships: Markets Rattle as Trade War Escalates
A review of recent events/data impacting our investment themes and outlook. We look at the fallout from the recent escalation of the trade war
495 Views
Overview #36 - AI Hype, Mineral Might, and the Nuclear Revival
A review of recent events/data impacting our investment themes and outlook. We look at recent news impacting commodities
427 Views
Arcadium Lithium (ALTM US/LTM AU): Scheme Vote on 23 December as Risks Mount
A tempting wide gross spread comes with a health warning due to a long-dated offer with potential regulatory and shareholder approvals risks.
1.1k Views