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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Soon after COVID-19 slammed into N. America in mid-March, 2020 a strange thing happened. Instead of stock markets continuing to plummet, they bottomed just as massive lockdowns began. That was an eye-opener for me. Another surprise was the incredible strength … Continued
all figures US$ unless stated otherwise Despite widespread COVID-19 disruptions since March 2020, the global EV market had a surprisingly strong year in 2020, and 2021 was even better — doubling to 6.3M units. This robust pace caused lithium (“Li”) … Continued
2021 might be remembered as the year analysts realized that Lithium (“Li”) supply probably won’t keep up with soaring demand, mostly from the electrification of transportation and efforts to decarbonize the planet. Roskill forecasts Li demand growth of 19.2%/yr. over … Continued
When announcements were made in April & May that Galaxy Resources & Bacanora Lithium were to be acquired by Orocobre & China’s Ganfeng Lithium, respectively, I wasn’t surprised. Lithium “Li” prices were on the move and EV sales were soaring. … Continued