What a month! Let's see what you (may have) missed.
The copper party is on! 📝
Goldman Sachs’ view on commodities is SPOT ON
Goldman Sachs sees commodities returning about 15% as rates fall. Which ones it favours, and why selectivity still matters.
Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
A recap of 2023 and early 2024 in commodities, with links to my best analyses of copper, lithium and the major miners.
‘Goldman Sachs vs lithium’ part 2
An update on Goldman Sachs and lithium, after its 13F filings and news since November, plus my view on prices.
Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be
Goldman Sachs and Credit Suisse turned bearish on lithium. A summary of what happened and why I see it differently.
Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs
Benchmark Mineral Intelligence's five reasons lithium oversupply is unlikely, in response to Goldman Sachs.