Report
Martijn Den Drijver

AMG Adv.Metallurgical Group : Quarterly me Quarterly metal price update – positive impact lithium

>Clean Energy Materials: Material impact higher lithium prices - Vanadium: Vanadium ended the quarter at $15.75/lb, down from the $17.15/lb at the end of 2Q21 despite solid increases in US steel production (May-Aug output higher than same period in 2020 and 2019). The average in 3Q21 was $17.00/lb, which is still up 5.0% vs the avg in 2Q21 (and up 74% vs the avg in 3Q20) implying tailwind from vanadium for 3Q21. Lithium: The price of lithium carbonate has rockete...
Underlying
AMG Advanced Metallurgical Group N.V.

AMG Advanced Metaurgical Group NV is a holding company. Through its subsidiaries Co. creates and applies metallurgical solutions to the global trend of sustainable development of natural resources and CO2 reduction. Co. operates in three business segments: the Advanced Materials segment is engaged in the production of specialty metals and alloys; the Engineering Systems segement consists of proprietary technologies for the design and engineering of vacuum furnaces and related equipment used in the production and treatment of metals and alloys; and the Graphit Kropfmuhl's segment extracts, processes and refines natural crystalline graphite

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Martijn Den Drijver

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