Articles by
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The Kraken Uranium Strategy is On
Kraken Energy is building a portfolio of 5-10 uranium projects in tier one locations in the USA Kraken…
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Tesla’s Lithium Refinery in Texas Ushers in a New Era for Critical Minerals Refining in the US
As announced on May 8, 2023, Tesla Inc. (NASDAQ: TSLA) has recently broken ground on their new lithium refinery…
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Lithium Prices Recover as China EV Sales Rebound Reigniting Investor Interest in Albemarle & Tesla
The first quarter in 2023 was a rough period for lithium stocks as the China lithium carbonate spot…
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Assessing Winners and Losers in the Global Financial Markets if China Invades Taiwan
In recent months China has escalated tension over Taiwan. An example of this came last month when CNN…
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Auto OEMs are heading to Indonesia to secure nickel for their EV batteries, but what about North America & Australia?
In recent months the rush to secure nickel has begun, with Indonesia taking the main stage. What does…
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EV Sales Expected to Grow in 2023 Despite a Slow Start in Q1, Now Fueled by Tesla-Led Price Wars
After a stellar 2022, which saw global plugin electric car sales increase by 55% year on year (“YoY”)…
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Investment Ideas as Uranium Rises, Deficits Loom & Countries Seek to Reduce Reliance on Russian Supply
The uranium spot price continues to trend higher leading investors to take a second look at the uranium…
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Mixed Signals for the Lithium Market as China Spot Prices Decline but M&A Paints a Bullish Picture
So far in 2023, the lithium sector is a mix of good news and bad news. The bad…
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Is China’s ‘reported’ potential ban of rare earth magnet technology a paper tiger?
On April 6 Nikkei Asia reported: “China weighs export ban for rare-earth magnet tech. Beijing looks to strike…
