Signs Of Life In Global Resources

Geopolitical conflict and the specter of weakness in the Chinese economy continued to have an outsized impact on commodity prices in the first quarter. Oil demand is expected to reach an all-time record high in 2024. Global Resources Portfolio Manager Shawn Reynolds shares his quarterly insights on natural resources and commodities.

Codelco CEO promises to seek community buy-in after groups suspend talks

Energy Codelco CEO promises to seek community buy-in after groups suspend talks. Indigenous groups from the lithium producing Atacama salt flat suspended talks with Chile's state-run miner. The four largest indigenous groups in the area said they were pulling out of talks.

Tuesday's ETF Movers: IHF, LIT

Weekly Report: what happened at LIT last week (0408-0412)?

Friday's ETF Movers: GDXJ, LIT

Finding Signal In Noisy Auto Data

Electric vehicle sales growth decelerated in 2022 and 2023. Decelerating growth does not suggest that new products, including EVs, are losing mass market appeal. The sales of gas-powered vehicles peaked in 2017, displaced by fully electric vehicles. Market share is sending signals that belie the media headlines, says ARK Investment Management.

Lithium’s Woes: Prices May Bottom Out, Yet Oversupply Remains a Concern

EPA Slows The Accelerator On Auto Emissions Caps

Weekly Report: what happened at LIT last week (0401-0405)?

Lithium ETF -- Insider Buying Index Registering 14.3%

Tesla's Troubles Signal A Speed Bump For Investors In The EV Story

Tesla's Troubles Signal A Speed Bump For Investors In The EV Story. Tesla's disappointing news on vehicle deliveries jeopardized its status in the Magnificent Seven stocks. Tesla has been at the vanguard of electric vehicle production for 15 years. Competition for electric vehicles is mounting, but demand persists. Eaton is poised to play an instrumental role in expanding the charging infrastructure.

Sigma Lithium will not sell itself at current weak lithium prices, CEO says

Sigma Lithium will not sell itself at current weak lithium prices, CEO says. CEO Ana Cabral-Gardner says the company is now focusing on expanding operations. The company is aiming to double in size by 2025. Sigma Lithium is down 3.4% in Thursday's trading.

Q1 2024 Macroeconomic Review: Tenacious Inflation's Lingering Impacts

Home Market Outlook Economy Analysis Q1 2024 Macroeconomic Review: Tenacious Inflation's Lingering Impacts. The first quarter of 2024 revealed a more-persistent-than-hoped picture of inflation. Consumer spending, the prime driver of the economy, showed signs of strain. The skepticism directed towards electric vehicles and renewable energy in Q1.

Weekly Report: what happened at LIT last week (0325-0329)?

Lithium Miners News For The Month Of March 2024

Home Market Outlook Commodities Lithium Miners News For The Month Of March 2024. Lithium prices were significantly higher the past month. The past month saw a strong recovery in lithium prices suggesting the lithium price bear market may be over. China's CITIC Futures forecasts lithium surpluses in 2024 and 2025.

Weekly Report: what happened at LIT last week (0318-0322)?

Mining set to rise for lithium, cobalt, nickel, aluminum and other metals – IHS Markit

Critical Minerals Strategic Outlook

Production of lithium, cobalt, copper, nickel, and aluminum is estimated to account for more than $4 trillion in 2035. Batteries and accumulators are estimated to surpass the $1 trillion mark by the next decade. The automotive industry is transitioning from internal combustion engines to battery electric vehicles, driving demand for lithium. The construction sector also remains a powerful driver in the demand for nonferrous metals.

Weekly Report: what happened at LIT last week (0311-0315)?

Albemarle sets lithium auction plans in push for market transparency

Energy Albemarle sets lithium auction plans in push for market transparency. Lithium has been sold on long-term contracts, making it difficult for customers to determine a benchmark price. Leading lithium producer plans to sell some of its metal in auctions to improve market transparency, company says.