Industrial Metals & Precious Metals
Comment of the Day

January 28 2019

Commentary by Eoin Treacy

Industrial Metals & Precious Metals

Thanks to a subscriber for this report from Eight Capital which may be of interest. Here is a section on battery related resources:

Eoin Treacy's view

A link to the full report and a section from its are posted in the Subscriber's Area.

There are very clear logical reasons for why lithium demand should continue to trend higher for the foreseeable future and they were equally relevant six years ago when it was a truly supply constrained market. Since then there has been a great deal of investment in additional lithium recovery projects with the result supply has increased substantially.

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