This article first appeared on Trend Investing on January 8, 2019; therefore all data is as of that date.
As we head into 2019, some key themes for the lithium miners will be a further move towards lithium hydroxide, vertical integration, takeovers/mergers and acquisitions, the inevitable lithium demand versus supply debate, and a likely recovery of the quality lithium miners. We may also see more dramas from Chile or the DRC, and miners and investors reassess sovereign risk.
A brief review of 2018
2018 was marked by unfounded lithium oversupply fears, drama in the Atacama,