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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China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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