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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
The ups & downs in the lithium sector have been wild, and I’m not just talking about carbonate, hydroxide & spodumene concentrate pricing. Extraction methods, deposit types & mining jurisdictions come in & out of favor. Solar evaporation ponds were … Continued
Investors in lithium companies are watching this chart of the battery-quality lithium carbonate spot price [in China] closely. It’s down from 597,500 Chinese yuan/tonne to 142,500 yuan/t (US$19,650/t). However, more representative of the overall market is the quarterly contract price achieved by companies … Continued
All references to tonnes = Lithium Carbonate Equiv. (“LCE”) tonnes, all dollars are C$, unless indicated US$. In mid-September I wrote a bullish article on Frontier Lithium (TSX-v: FL) / (OTCQX: LITOF) on Seeking Alpha, when the share price was substantially … Continued
Will 2023 be remembered as the year of URANIUM ?!? Given that it’s up +54% through October, it sure seems that way. Despite this impressive gain, there’s no obvious fundamental reason for it to stop climbing. Yesterday, Cameco, the world’s … Continued