Lithium

Silver-white, light, and highly reactive, lithium may not have been the marquee element on the periodic table, but it’s currently one of the most potent catalysts reshaping our contemporary world. Its pivotal role in the composition of lithium-ion batteries, which energize everything from smartphones to electric vehicles (EVs), has earned lithium the moniker of the “white gold” of the 21st century. In 2022, the global lithium supply catapulted to a remarkable 737,000 tons, indicating a significant leap from preceding years. Yet, this advancement is merely the preamble to a much…

The dawn of H2 2023 provides us with the opportune moment to reflect on the half-year performance of the commodities market. According to our regularly updated Periodic Table of Commodities Returns, just two commodities yielded positive returns during the first half of the year: lithium and gold. Riding High on Lithium In H1 2023, lithium carved out a 10.81% return, a performance that crowned it the best-performing commodity. It was also one of only two commodities to record a positive return during this period; the other was gold. Other commodities…