In episode two of the ‘Value Added Insights’ series, Tom Hays (Senior Analyst, Tyndall AM) delves into the acquisition of Arcadium Lithium and what it means for the future of lithium markets. With the deal spotlighting Rio’s strategic expansion in lithium, Tom explains why this move positions Rio to capitalise on the long-term new energy theme and the incremental value it can generate. He also discusses the team’s portfolio positioning and the reasons why you might not own lithium today.
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