PresentationPatrick CunninghamCitigroup Inc., Research Division For our next fireside chat, we have the pleasure of hosting a lithium panel with Lithium Royalty Corp. CEO, Ernie Ortiz; and Standard Lithium's CEO, David Park. So just a brief background. Lithium Royalty Corp. looks to invest in the battery materials space with a focus on lithium companies. Now has 37 royalties in its portfolio. It's had its IPO back in March 2023 and now has, I believe, 4 cash-flowing royalties. And Ernie was previously an i ...

Core Insights - The world's second-largest mining company made significant investments in lithium last year, distinguishing itself from other major mining firms [1] Company Strategy - The company has focused on lithium as a key growth area, indicating a strategic shift towards materials essential for electric vehicle batteries and renewable energy technologies [1] Industry Trends - The investment in lithium reflects broader trends in the mining industry, where other major players have not prioritized this sector to the same extent [1]

Lithium-themed ETFs touched 52-week highs last week, prompting questions on if the rally is driven more by political tailwinds than commodity fundamentals.LIT is approaching key resistance levels. See the full breakdown here.On Friday, Sept. 26, the Themes Lithium & Battery Metal Miners ETF (BATS: LIMI), Sprott Lithium Miners ETF (NASDAQ: LITP), ProShares S&P Global Core Battery Metals ETF (NYSE: ION), and the flagship Global X Lithium & Battery Tech ETF (NYSE: LIT) all reached new yearly highs. This came a ...