2 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
Technical deep dives into the mineralogy and extractive metallurgy of hard-rock lithium, focusing on spodumene processing. Readers get detailed explanations of calcination energy demands, mineral comparisons and impurity challenges in producing battery-grade lithium.
A stock-picking newsletter by an individual investor who shares trade ideas and valuation reasoning on individual companies such as a lithium miner, an e-signature company and an auto insurer. Readers get informal, opinionated analysis of multiples, cash flow quirks and cyclical positioning, though the writing is loose and sometimes unclear.
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