Lithium miners face ongoing disconnect between supply and demand.
Timing absolutely everything in battery mineral game
First OEM to enter lithium supply chain
Bold aims, lacking some reality
Nickel supply could prove problematic, especially with issues around HPAL.
Elon Musk announces a vertical integration strategy to accelerate global sustainable energy adoption...
Nickel, lithium and manganese expected to be big winners.
Brazil-focused miner is well placed to benefit from the expected boom in nickel demand
Nickel and copper look to be clear winners in the clean transport revolution, says Gerard Reid.
Elevated price a bit of a mystery
Tesla deserves all the hype, says Gerard Reid
'Clean' nickel at a premium as EVs set to drive up demand