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?
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: