About Critical Materials Bulletin
When it comes to critical materials, specifically battery materials, the main focus tends to be on who is involved and the price of the underlying commodity. What is often ignored is the how and why. This can lead to investment decisions based on brand recognition and short-term moves driven by price volatility.
At the Critical Materials Bulletin (CMB), I rebalance the conversation to give equal weight to the who, how, and why to create a better understanding of price movements. When you understand how a company plans to extract lithium, you are better able to judge, based on factors such as cost per ton and waste-to-ore ratios, whether the company meets your own requirements as a good investment.
Here you’ll find:
Investigative depth: insights backed by data and documents
Technical and market coverage: from extraction methods and refining bottlenecks to battery innovation and trade policy
Global perspective: Argentina to Nevada, China to Canada, following how regional dynamics influence global outcomes
Independent voice: commentary and analysis not filtered through PR spin or industry talking points
A very important caveat: I do not recommend stocks, nor do I give investment advice. I provide research that is meant to help or guide you on your own journey, not to serve as your only source of research.
Subscribe to stay informed on the realities shaping the energy transition and the materials race defining the 21st century.
