As the EV Trade (Electric Vehicles) has developed over the last few years the fate of the cobalt and lithium markets—two niche metals now going mainstream to supply EV batteries—have been tied together. Increased lithium-ion battery demand from EVs has boosted the prices in both materials.
They have been like...
I can’t lie; it has not been easy making money in energy in the last 12 months. Oil stocks haven't followed oil up, natgas prices are at the mercy of fast growing production and pipeline & logistics companies are suffering from too much debt and rising interest rates.
In 2017,...
Original Thinkers--that's whom you want to read. Here in Part 2 of Tocqueville Asset Management's Rob Mullin's article, he outlines why small-cap oil stocks could play catch up very quickly now.
by Robert Mullin, Tocqueville Asset Management
Despite extreme pessimism regarding the production cuts of a year ago, both OPEC and non-OPEC have...
When I find Original Thinkers in the Markets, I read everything they write. Philip Treick and Rob Mullin of Tocqueville Asset Management are two such Original Thinkers. Like me, they have a tight mandate in the resource sector, but I'm always intrigued at their stock picks and market views.
In...
They are the industry killers.
When Dr. Andy Robinson and Robert Mintak set out to build a lithium producer together, they wanted a world-scale project, and they wanted it fast. That meant no chemical risk, no permit risk, they wanted to be in production ASAP to take advantage of the...
END USERS RUSHING TO LOCK UP LITHIUM SUPPLIES
SUPPLY CHAIN BUYING DOWNMARKET INTO
JUNIOR LITHIUM PRODUCERS
Industrial end-users of lithium are nervous about securing lithium supply--at any price--and they are buying into and buying out junior lithium companies. Demand is ramping and new production is coming on very slowly.
Most recently, Toyota--the first or...
Investors are nervous about US oil supply...yet I see one of the most bullish charts in this area.
The charts below show the number of days of crude oil supply that the US has in storage. This tells us how long it would take--at the current rate of consumption--to use...
Do you buy stocks based on charts, or based on fundamentals? And how do you invest if the chart is good but research shows the company is not...or vice versa?
That was my dilemma last fall with Ecopetrol (EC-NYSE), the National Oil Company of Colombia. In late October I loved...
