We think the oversupply causing lower lithium prices is temporary.
Fewer acres planted will likely result in lower crop input volumes, but we expect profit impacts to be short-lived.
As fresh water demand exceeds supply, wide-moat Ecolab stands to benefit.
The wide-moat company's progress on its Goderich mine operations is encouraging.
Our long-term outlook for lithium carbonate is unchanged.
Charging infrastructure is the key to electric vehicle adoption.