Report
Martijn Den Drijver

AMG : Quarterly metal price Quarterly metal price and model update – modest adjustments

>Clean Energy Materials: Lithium up, tantalum up, vanadium down - Lithium spodumene ended 4Q22 at an average of $5994/mt (up 22% vs 3Q22). Chinese lithium carbonate ended 4Q22 at an average of $77379/mt (up 9.8% vs 3Q22) with lithium hydroxide ended 4Q22 at an average of $76883 (up 10.2%). The average so far in 1Q23 is that spodumene is down just 0.1% but lithium carbonate and hydroxide are down 4.5% and 1.6% respectively. Vanadium ended 4Q22 at an average of $18.8/lb...
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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