WEBINAR: Investor appetite increasing for battery raw materials but more upstream investment needed
Published: Wednesday, 10 March 2021
More than a year after the Covid-19 pandemic began, investors’ appetite in the battery raw materials sector has increased, moving away from precious metals such as gold, but it has yet to be seen if that interest will result in more supply, participants in a Fastmarkets webinar heard on Thursday March 4.
"What is an interesting dynamic is that, when Covid-19 came
in, everyone looked to gold when currency devalued. But when
bond rates increased, equity investors redeployed that money
into the battery and [technical] metals sectors," Ryan
Hanrahan, director at Wave International, said.
Copper, lithium and anode materials have attracted most...