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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
all $ figures C$ unless indicated otherwise. Li prices are US$. Relative value calculations updated on 6/26/24 The lithium (“Li“) sector has had a terrible 18 months. Although Li spodumene concentrate (“SC“) prices are hovering around US$1,100/tonne, with a few … Continued
It seems like the battery-quality lithium (“Li“) carbonate spot price in China bottomed at 95.5k yuan/tonne. The price subsequently rallied ~22% to 116.5k/t, but has drifted lower to 107.5k/t = US$14.9k. While sentiment in the Li space remains weak, there … Continued
We’re seeing green shoots in the lithium (“Li“) sector. The following 10 juniors have rebounded an average of +90% from recent lows. Among larger names, Ganfeng Lithium is up +34% & Pilbara Minerals +31%. Canada’s Frontier Lithium announced a transformational … Continued
After being the best commodity play for much of 2021 & 2022, then falling precipitously in 2023, lithium (“Li“) is now the contrarian investment of 2024, albeit looking stronger just this past week or two. The spot price in China … Continued