General Discussions, page-12002

Consider who ultimately ends up being right, ‘analysts’ or the industry?

Most understand that the demand for copper is often viewed as a reliable leading indicator of economic health. However, maybe copper is not a relevant indicator for the battery (decarbonisation) space. Here's why:

AKE is about to release of its June Quarter Activities Report this Wednesday, 20 July. It has been suggested that they could show a doubling of revenue from the last quarter. Also, they will provide forward looking statements for sale prices that could be at the very least on par with or growing further for the next quarter.

If that's anywhere near true then I think for graphite (the other half of the lithium-ion battery) then maybe, the industry itself is our best gauge of what's really going on, i.e. our reality!

I know this video is a few weeks old now but I still think it is an interesting discussion around the battery materials structural growth story, lack of investment in new supply and where we are on the materials cycle clock. It may set the tone going forward. In particular, 11.20 minutes onwards: ‘The batteries minerals complex is an area which we feel has been unfairly treated in the last month. The demand backdrop is accelerating. The supply response is taking time.’ See Youtube link.

Maybe, an exciting week coming up?

All IMO, DYOR, GLTA(patient)H