Player FM 앱으로 오프라인으로 전환하세요!
Why there’s still room in the tank for battery materials
Manage episode 361454674 series 2656707
There have been very few market themes in recent years (perhaps apart from buy-now-pay-later) that have whipped the market into a frenzy quite like battery metals.
The promise of widespread electric vehicle adoption and the demand it would create saw the share prices of producers and explorers alike surge.
In 2022 it was the rising tide that lifted all boats, as lithium prices soared, whilst 2023 – so far at least – has been a more sobering experience.
The question now begs, can these commodities resume their upward trajectory, or will they be resigned to suffer the same fate as the many hot commodities that came before?
To unpack these themes, Bell Direct’s Grady Wulff is joined by Tim Serjeant from Eley Griffiths Group and Todd Warren from Tribeca Investment Partners.
They share their insights on the current state of the commodities markets and two commodities (and stocks) they like moving forward.
And, as an added bonus, they each share a commodity and a stock they believe the market has misunderstood.
Note: This episode was filmed on Wednesday 19 April 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/why-there-s-still-room-in-the-tank-for-battery-materials
314 에피소드
Manage episode 361454674 series 2656707
There have been very few market themes in recent years (perhaps apart from buy-now-pay-later) that have whipped the market into a frenzy quite like battery metals.
The promise of widespread electric vehicle adoption and the demand it would create saw the share prices of producers and explorers alike surge.
In 2022 it was the rising tide that lifted all boats, as lithium prices soared, whilst 2023 – so far at least – has been a more sobering experience.
The question now begs, can these commodities resume their upward trajectory, or will they be resigned to suffer the same fate as the many hot commodities that came before?
To unpack these themes, Bell Direct’s Grady Wulff is joined by Tim Serjeant from Eley Griffiths Group and Todd Warren from Tribeca Investment Partners.
They share their insights on the current state of the commodities markets and two commodities (and stocks) they like moving forward.
And, as an added bonus, they each share a commodity and a stock they believe the market has misunderstood.
Note: This episode was filmed on Wednesday 19 April 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/why-there-s-still-room-in-the-tank-for-battery-materials
314 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.