The End of the Gas Powered Car – A Conversation with WisdomTree’s Chris Gannatti

https://youtu.be/h5FWzRFiLAQ?t=4060 The Energy Transition and the Role of Metals The demand is increasing for battery metals (e.g., copper, cobalt, lithium, n... Read More»

SQM: The Undervalued Lithium Catchup Trade

We believe the lithium market is one of the most attractive in the mining & materials sector, and we view SQM (NYSE:SQM) as the most undervalued, high-quali... Read More»

Ford vs Earnings: A Race Nobody is Winning

Ford Motor Company (NYSE: F) released Q4 2019 earnings showing shrinking revenues and earnings which missed already pessimistic analyst estimates.... Read More»

Electric Car Hype Sows the Seeds for a Future Inflationary Oil Price Spike

“Oil forecast to hit peak demand by 2036”. Such was the headline in a newspaper article recently (see Financial Times article: “Oil forecast to hit peak demand ... Read More»

Strong Oil Prices Stoking the US Inflation Narrative

The latest inflation data has seen the Fed’s favourite inflation measure reach the 2% target. Headline PCE inflation and core PCE inflation rose from 1.7% Y... Read More»

Electric Vehicles

The End of the Gas Powered Car – A Conversation with WisdomTree’s Chris Gannatti

SQM: The Undervalued Lithium Catchup Trade

Ford vs Earnings: A Race Nobody is Winning

Electric Car Hype Sows the Seeds for a Future Inflationary Oil Price Spike

Strong Oil Prices Stoking the US Inflation Narrative