MicroCap Review Q2 2022

Page 68

ins i ghts

// By Gavin Wendt

Battery Metals Overview We are at an interesting point with respect to battery materials, especially with regards to demand-supply dynamics – and most importantly pricing. There are opposing views on where prices are headed, but irrespective of one’s position, it’s a discussion that’s certainly worth having.

F

ront and centre in the battery materials space has been lithium – which has been far and away the best-performing battery sector commodity. This positive momentum has flowed through

into the share price performances of lithium equities around the world – whether it be established producers or junior companies.

Source: International Energy Agency

68 MicroCap Review Magazine

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