The crash in lithium and nickel prices has left companies scrambling to cut production, billionaires red-faced, and investors wondering how a ‘sure thing’ went so wrong. There are plenty of lesson... Continue Reading
The electric vehicle maker’s 2022 deliveries missed our forecast, but we see a strong upside with much of the bad news already priced in.... Continue Reading
US inflation defies monetary policy, Rio Tinto gets an not so new investor as Governor Lowe speaks economics in Canberra... Continue Reading