Lithium
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CATL: The Battery Company Who Cries Wolf
The Jianxiawo mine in Jiangxi, China, was acquired by CATL in 2022 but faced operational challenges…
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The Five Megatrends Driving Green Metal Demand
The post highlights five megatrends reshaping the energy landscape: declining solar and wind costs are displacing…
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Our Core Investment Thesis
The Energy Transition is primarily driven by economic factors rather than subsidies, with solar and wind…