3 Impressive Lithium Stocks Flying Under Wall Street’s Radar

3 Impressive Lithium Stocks Flying Under Wall Street’s Radar

Over the past few months, oil and commodity markets have been taking out fresh highs after the shuttering of Ukrainian ports, sanctions against Russia, and disruption in Libyan oil production sent energy, crop, and metal buyers scrambling for replacement supplies. Russia is one of the world's biggest exporters of key raw materials, from crude oil and gas to wheat and aluminum, and the possible exclusion of supplies from the country due to sanctions has sent traders and importers into a frenzy.

Base metals prices have been coming off recent highs (and in the case of aluminum, copper and tin, all-time highs) set earlier in the month that were spurred by fears over the potential for disruption to Russia’s metal exports following its invasion of Ukraine. Broad-based supply concerns remain, ranging from the potential for sanctions targeting exports, to actual output disruption and logistical dislocations (see ‘Implications of the Russia-Ukraine crisis for metals’ for details).

But the Ukraine crisis is only layering onto another more powerful trend: the global transition to low-carbon energy.