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Forget the lithium price roller-coaster. The union of the Australian giant and US group Livent is all about the push by governments to protect their slice of the energy transition windfall.
Tesla has slashed prices six times in 2023
Bullish new forecasts for lithium demand have coincided with setbacks to new supply projects. That’s good for prices, but not for the electric vehicle sector’s ambitions.
Today’s Money Weekend is a special edition from our commodities expert James Cooper, who makes two bold predictions for commodity markets in 2023, including his number one commodity pick. In his own words, this commodity is set to follow in the wake of lithium’s strong outperformance in 2022. Read on to find out more. And if you’re interested in following James’s research and investment recommendations in the commodities market, be sure to check out his new advisory, Diggers and Drillers.
In today’s Daily Reckoning Australia, James Cooper makes two bold predictions for commodity markets in 2023