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  • Editor’s Picks / 1 hour ago

    Where to find lithium exposure as rechargables power ahead

    Business Spectator
    The main fuel powering transport is likely to shift from crude oil to lithium, the commodity in rechargeable batteries. Lithium is reasonably abundant in the world. Following years of consolidation, much of the supply of lithium is concentrated in just four hands: Rockwood, SQM and FMC Corp and China’s Sichuan Tianqui Lithium. Rockwood, SQM and FMC are owned by NYSE-listed businesses: Albemarle Corp, Sociedad Quimica y Minera de Chile and FMC Corp. These companies give investors exposure to lithium with the added safety of US corporate governance and SEC regulation. Investors who seek pure-play exposure can consider higher risk junior explorers, including some listed on the ASX: Orocobre Ltd, Pilbara Minerals, Neometals, Galaxy Resources and Altura Mining.
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  • Editor’s Picks / 3 hours ago

    Bargain hunters bet on a commodities rebound

    Nikkei Asian Review
    The Thomson Reuters/CoreCommodity CRB Index, which tracks global resources prices, is hovering at its lowest point in a decade. Industry players are scaling back supply, with Glencore announcing a cut in copper output. But some investors, especially those with high risk tolerance, see an opportunity in plummeting commodities prices. US exchange-traded funds targeting energy businesses attracted $400 million in October, a tenfold jump on the month, Nomura Securities said. Some ETF buyers apparently anticipate a recovery in resources stocks in the long term. Natural resources stocks have hit bottom, said Fidelity International's Sean Molony, who upgraded his recommendation for energy businesses from "hold" to "buy" this month.
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  • Calendar event / 6 hours ago

    SG GDP

    Low GDP Annualized-SA, Q/Q%
    Low GDP, Y/Y%