focus on Australian listed companies


The consultancy thinks that prices will remain high in this market, despite short-term volatility, because companies stockpile for fear of shortages, new projects are slow, the cost curve is steep and the market is hungry for batteries. “Prices unlikely to return to more normal levels before FY2026“, estimates the design office.

The evolution of lithium supply and demand in relation to the penetration trajectory of electric vehicles (Source Jefferies)

Although the lithium industry has been around for over a century, its insignificant demand momentum over that time means it is still in its infancy, given that its primary end-use in the market electric vehicles only appeared in the last decade“, he continues.

Lithium Stocks

The Jefferies Lithium Hedging Universe

Jefferies is a buyer of IGO, Allkem, Zijin Mining, Ganfeng, Albemarle and Lithium Americas. The analyst is to keep on Mineral Resources, Pilbara Minerals, Wesfarmers, Tianqi and Sociedad Quimica y Minera de Chile.

Our subscribers can visualize the merits of each of the companies thanks to the Stock Screener of Zonebourse. Why not in music?

Overview of the MarketScreener Screener with the aforementioned players

Overview of the Zonebourse Screener with the aforementioned players (Zonebourse, data dated May 30, 2022)



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