Matt Bohlsen
Matt is an Equities Research Analyst (2020 Graduate Diploma of Applied Finance & Investment) with over 22 years of professional experience. He focusses on ‘trend investing’ with areas of specialization including electric vehicles and the EV supply chain, especially the lithium, cobalt, rare earths and other EV metal miners. Matt’s Trend Investing on Seeking Alpha has over 25,000 followers, providing insight into company, commodity and market sector trends. Recent experience includes being selected as the leading adviser for work on an EV supply chain related project for the U.S government.
Articles by
Matt Bohlsen
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The top billionaires are now chasing the critical magnet rare earths – Part 1 of 2
In this two part series we look at a growing trend where billionaires have started investing or taken…
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Two ‘monster-sized’ lithium projects for high-risk appetites to chew on
Many people nowadays are just becoming aware of the lithium boom and the massive lithium demand wave ahead…
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These are the graphite leaders as we head towards a forecast graphite deficit in 2023
The flake graphite sector does not get as much attention as lithium, yet the demand wave coming is…
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Biden Leads the build-out of an EV market critical minerals supply chain outside of China parade
For the past decade it has been China that has massively supported its battery and EV industry resulting…
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A look at the lithium market leaders as EV manufacturers face generational challenge to keep factories running
Investors are starting to realize the lithium boom is likely to last the next 1-2 decades. EV manufacturers…
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Lithium demand is poised to create a supercycle of supply deficits and lasting high prices
The past two years has seen lithium prices rise about ten times from US$7,000/t to US$70,000/t both for…
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The War for Critical Minerals and Capital Resources: Technology Metals on the Front Lines of Global Power
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American Rare Earths’ Chris Gibbs on Accelerating the Halleck Creek Critical Minerals Project in Wyoming
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IN8 Member News
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SRC Commissions a Third Quarry in Brazil
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First Phosphate Announces Positive Results of Preliminary Economic Assessment at its Begin-Lamarche Property in Saguenay-Lac-Saint-Jean, Quebec, Canada
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Caprock Signs Binding Option Agreement to Acquire Destiny Gold Project in Quebec
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Ucore Secures Strategic Advantage with Louisiana Foreign Trade Zone Amid Proposed U.S. Trade Policies
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