Hot Picks: Lithium rebound and chip demand lift materials outlook [BNN Bloomberg (Canada)]
Morningstar, Inc. (MORN)
US:NASDAQ Investor Relations:
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Source: BNN Bloomberg
Analysts say tighter supply conditions and improving free cash flow trends are helping producers regain momentum. BNN Bloomberg spoke with Seth Goldstein, senior equity analyst at Morningstar Research, who outlined where he sees upside in the sector, including companies leveraged to rising lithium demand, firmer fertilizer pricing and expanding semiconductor production. Key Takeaways Lithium prices are recovering, improving profitability for low-cost producers. Supply discipline and cost reductions are lifting free cash flow across the sector. Fertilizer markets are stabilizing as potash and nitrogen prices firm. Divestments and portfolio clean-ups are helping nutrient producers refocus on higher-return assets. Semiconductor growth is increasing demand for advanced materials used in chips and circuit boards. Read the full transcript below: ANDREW: On Hot Picks today we are talking materials. Our guest has Albemarle as a top pick. He says this giant lithium producer s
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