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Lithium Market Update: Q2 2025 in Review

adminJuly 22, 20250
The second quarter of 2025 brought more downward pressure for lithium prices, as values for lithium carbonate continued to contract, slipping to their lowest level since January 2021. After starting the year at US$10,484.37 per metric ton, battery-grade lithium carbonate rose to a year-to-date high of US$10,853.85 on January 27. Prices sank through Q1 and […]
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The Best Five Sectors, #28

adminJuly 21, 20250
Sector Rotation Stalls, Tech Remains King Despite a slight rise in the S&P 500 over the past week, the sector rotation landscape is presenting an intriguing picture. For the first time in recent memory, we’re seeing absolutely no changes in the composition of the sector ranking — not just in the top five, but across […]
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US Slaps 93.5 Percent Tariff on Chinese Graphite

adminJuly 21, 20250
The US government has imposed a 93.5 percent anti-dumping tariff on battery-grade graphite imports from China, targeting what officials have described as unfairly low-priced shipments. They claim domestic producers have been undercut, and have cited concerns over critical minerals dependence. The US Department of Commerce announced the duty on Thursday (July 17) after an investigation […]
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The Real Drivers of This Market: AI, Semis & Robotics

adminJuly 20, 20250
In this video, Mary Ellen spotlights the areas driving market momentum following Taiwan Semiconductor’s record-breaking earnings report. She analyzes continued strength in semiconductors, utilities, industrials, and AI-driven sectors, plus highlights new leadership in robotics and innovation-focused ETFs like ARK. From there, Mary Ellen breaks down weakness in health care and housing stocks, shows how to […]
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