★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentTechnology Quarantine Measures Create Another Big Question Mark in the Lithium Supply Chain The surge in lithium demand has, thus far, been met at every turn by plentiful supply, suppressing the spot prices…McAlinden Research PartnersMay 19, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Lithium Stocks Surge, but it Can’t Last Without Pricing Rebound Despite continually falling prices for raw lithium, stock prices for a number of firms involved in lithium conversion, mining, and…McAlinden Research PartnersFebruary 5, 2020
★ Daily Intelligence Briefings (DIBs)Commodities Lithium Prices Are Rebounding and Water Worries May Push Them Even Higher Lithium prices have seen a strong rebound thus far in 2019, largely due to a mostly positive earnings season for…McAlinden Research PartnersFebruary 26, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Lithium Sitting Upon a Shaky Foundation: Can the Supply Chain Withstand a Demand Spike? New reports have begun to shine a light on the decline of battery prices and, more importantly, the difficulty miners…McAlinden Research PartnersNovember 13, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Lithium has Lagged, but Secure Supply Won’t Last Studies and sales figures show that demand remains strong for lithium and lithium-ion batteries in the long-term. However, even short-term…McAlinden Research PartnersJune 26, 2018
★ Daily Intelligence Briefings (DIBs)Commodities Bearish Lithium News Overestimates Production, Underestimates Demand Up until a few months ago, the general consensus was that lithium markets were dangerously undersupplied. The resulting lithium boom…McAlinden Research PartnersMay 1, 2018