Tianqi Lithium (天齐锂业) IPO: Proceeds to Fund SQM Acquisition at Peak Pricing
Tianqi Lithium, an A-share listed leading lithium compound producer, is raising up to USD 1 billion from an H-share offering. In this insight, we...
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Lithium 'Glut' Fears Overblown, as Solid State Battery Progress Slows…
‘Solid state batteries are already working in the lab, but bringing them to production is proving incredibly difficult…’ Dr. Ian Robertson, head...
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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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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...
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Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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