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Crude at Highest Level Since 2014: Solid FCF for E&Ps
Given that fact that WTI crude oil futures last week surpassed the $90/bbl level for the first time since 2014, we remain constructive...
Feb 5, 2022


Ranking the Large Cap. Miners
From the commodity space we believe that the unprecedented levels of fiscal and monetary policies across the globe will lead to sustained...
Feb 1, 2022


The Time is Right (Once Again) For Lithium Americas
The lithium space remains hot with strong pricing underpinning solid EV fundamentals. Time to revisit our LAC trade ?
Jan 31, 2022
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