In this week's Weekly Insights (this is Part Two): –Momentum Change: Don't Panic –August Reporting Season: The Final Snippets –Conviction…

Pilbara Minerals has negotiated the sale of run-of-mine ore from Pilgangoora and brokers welcome the deal as an opportunity to generate some cash while the project is developed.

Operating earnings at Mineral Resources are expected to show a large skew to the second half for both lithium and iron ore.

After a weak September quarter, lithium producer Orocobre is surmounting some of the problems which occurred and brokers are becoming more comfortable with the outlook.

Michael Gable of Fairmont Equities sees Lynas Corp as offering further upside after years of consolidation.

Ahead of the Herd’s Rick Mills argues why lithium miners should be on every investor’s radar screen.

Brokers warn that lithium demand may not grow as quickly as assumed while short term the market remains oversupplied.

Orocobre has delivered an upgrade to inventory at its Olaroz lithium brine project in Argentina amidst favourable product pricing and improved production potential.

Galaxy Resources has fulfilled its legacy 2016 contracts and is set to take advantage of robust lithium prices.

Brokers have recently broadened coverage of the lithium sector and modified price assumptions as demand for the material continues unabated. Yet the road from production to end-use is not straightforward.