Putting the (EV) cart before the (lithium) horse

Putting the (EV) cart before the (lithium) horse

Plus: Is the rare earths story beginning to lose its shine? The Outcrop, by Robin Bromby

Outcrop

12 JANUARY 2023
Staggering $23B of copper investment needed per year

Staggering $23B of copper investment needed per year

Supply shortage worse than thought

Research

21 OCTOBER 2022
'If we have to go mine, we will mine': Elon Musk on lithium

'If we have to go mine, we will mine': Elon Musk on lithium

Tesla founder calls for expedited permitting for lithium mines

Energy Minerals News

21 OCTOBER 2022
Ellison suggests confused lithium analysts try Google

Ellison suggests confused lithium analysts try Google

MinRes boss bullish and wants to expand WA's involvement to battery manufacturing

Research

30 AUGUST 2022
Ford launches $50B EV strategy with multiple supply deals

Ford launches $50B EV strategy with multiple supply deals

Rio, BHP, Vale, ioneer and Syrah among potential new suppliers to US car giant

Energy Minerals News

22 JULY 2022
Goldman Sachs says battery metals bull market is over - for now

Goldman Sachs says battery metals bull market is over - for now

Bank warns of sharp correction after lithium price gain of 400% last year

Research

31 MAY 2022
 Bullish UBS leading charge at the front of the lithium herd

Bullish UBS leading charge at the front of the lithium herd

Investment bank believes demand will be well ahead of consensus

Research

24 MAY 2022
Lithium tipped to fall 70% from 2022 peak

Lithium tipped to fall 70% from 2022 peak

China's lockdown a key risk to battery/EV revolution

Events Coverage

04 MAY 2022
CATL's $6B EV investment

CATL's $6B EV investment

Company injecting billions into Indonesian e-mobility sector

Energy Minerals News

19 APRIL 2022
Car makers 'asleep at the wheel' on battery raw materials: Brinsden

Car makers 'asleep at the wheel' on battery raw materials: Brinsden

'End users are just about hitting the panic button'

Events Coverage

01 APRIL 2022
Which worry will win — metals shortage or China dip?

Which worry will win — metals shortage or China dip?

The demographic clock is ticking in our major market. The Outcrop by Robin Bromby

Outcrop

20 JANUARY 2022
Rare earths markets to remain in deficit until 2030

Rare earths markets to remain in deficit until 2030

Lynas upgraded to buy

Research

13 JANUARY 2022