Electric Vehicles
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,…
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…
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.
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…
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…