Ganfeng Lithium IPO: Catching a Falling Knife
The past month has seen some developments in the lithium sector. There were some transactions announced and prospects of few IPO. Given the...
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A Common Concern: Is There Enough Lithium to Support the Expected Growth in EVs?
In our previous report: Commercialisation of Solid-State Battery Technology Seems to Be Taking Too Long , we mentioned that solid-state technology,...
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Toyota: Revenge of the Hybrids
As the focus on EVs continues to intensify, we examine the growing penetration of the now-overlooked, humble hybrid. With its flagship bearer, the...
358 Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
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Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
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