Iran War Winner #1: Lithium
Battery Energy Storage Systems are the quiet winner from the Iran war, pulling forward a huge new wave of lithium demand just as EV demand re-accelerates and supply stalls.
Search Results for: lithium
This oil war is triggering an avalanche of lithium demand
Iran’s war is squeezing oil, supercharging EV demand and quietly tightening lithium. Lachlann shows how four ASI lithium plays are positioned for this second‑order shock.
Easter Monday, energy chaos, and an even bigger lithium rebound!?
Will small-cap commodities stocks rise again? Happy Easter Monday, Lachlann Tierney shares what happens in the pages of Australian Small-Cap Investigator.
Retrospective Pt. 1 (Lithium): Our best coverage this year
After years in the wilderness, lithium is finally showing signs of life. The sector has been absolutely decimated since its 2022 peak, with prices still
about ~85% below those highs. But the narrative is shifting in a profound way, and I firmly believe early positioning in quality lithium companies could pay off handsomely over the next 12 to 24 months.
Market bleeding continues…but is that a massive lithium rally I see?
Markets bleed as Fed liquidity tightens and only 25% of NASDAQ stocks hold above key averages. Could China liquidity and lithium rally save the day?
Gold and lithium – how two years transformed these two commodities
Amidst gold’s bull market and lithium being unloved today, I reflect on how things were reversed two years ago. But lithium and other critical metals might be recovering now. This could be your chance to jump in early…
