05/12/2025 09:06

Global X Battery Tech & Lithium ETF (ACDC) $139.99

The lithium sector has almost doubled from its 2025 low, following the battery metal higher. The impact has been dramatic on related stocks, with many suddenly approaching, or having reached, viability as the price rises. The ASX-traded ACDC ETF provides exposure to a cross section of companies from lithium miners to auto manufacturers:

Read more

17/11/2025 09:44

China Lithium Spodumene ($US/MT)

The lithium sector exploded higher last week helped by Mineral  Resources (MIN) deal with Posco and a well-received report from Morgan Stanley: The banks analysts believe that the lithium market has reached a “turning point,” thanks to signs of improving sentiment—driven by falling inventories and softer-than-expected supply growth.

Read more

14/11/2025 09:31

Global X Battery Tech & Lithium ETF (ACDC) $139.99

The lithium sector has roared higher from its April lows as the underlying battery metal traded back towards $1,000US/MT after testing $US600 earlier in the year. The impact has been dramatic on related stocks, with many suddenly approaching, or having reached, viability as the price rises.

Read more

28/10/2025 09:39

Global X Battery Tech and Lithium ETF (ACDC) $132.87

The ACDC has surged along with the lithium sector, punching over +85% higher from its June low. This ETF provides excellent broad-based global exposure to the Solactive Battery Value-Chain Index for 0.69% pa.

Read more

26/09/2025 09:25

Global X Battery Tech & Lithium ETF (ACDC) $116.26

The ACDC has surged along with the lithium sector, punching over 60% higher from its June low. This ETF provides excellent broad-based global exposure to the Solactive Battery Value-Chain Index for 0.69% pa.

Read more

29/07/2025 09:22

Global X Lithium & Battery ETF (LIT US) $US43.28

The lithium anchored ETF  has also bounced ~40% from its 2025 low. Our preferred scenario is that we see a few weeks of consolidation by this ETF, similar to that in May, before another push to new 2025 highs: 41% of this ETF is allocated to Chinese stocks and 20% the US, with Albermarle the largest holding at ~9.2%.

Read more

14/07/2025 09:23

Trading Ideas – Position Updates

There are currently two bullish open trade ideas: Long the Global X Battery Tech & Lithium ETF (ACDC) at $91.25 with stops at $89.85. Long the QRE ETF at $6.70 with stops at $6.70.

Read more

07/07/2025 09:15

Shawn’s Trade Idea: Global X Battery Tech & Lithium ETF (ACDC) $91.31

We are looking for the ACDC ETF to follow through on its recent breakout towards its 2025 high, with the local lithium stocks looking capable of squeezing significantly higher.

Read more

04/07/2025 09:12

Global X Battery Tech and Lithium ETF (ACDC) $91.11

The ACDC is looking good, like its namesake, the Australian rock band whose average age is +70, but their tickets for their Australian Tour this year still sold out in a few hours! The ACDC ETF aims to track the Solactive Battery Value-Chain Index. Of the thirty-nine stocks held, of the largest five, only one, Liontown Resources (LTR), is ASX traded, with most position sizes around 3%. From a geographical perspective, it holds 18.4% in Japan, 14.5% in the US, 11% in Germany, with Australia 5th at 8.6% - a truly global ETF.

Read more

05/12/2023 09:34

Three contrarian scenarios to consider for 2024

Always expect the unexpected is a very useful adage for investors, and today, we have looked at 3 cases that would put a spanner in the works for the majority of investors as they sit in the contrarian corner with 2024 looming on the horizon – it's now only 20-days until Christmas.

Read more