It feels like all the easy money has been made in lithium (and it probably has) but one difference between lithium and previous crazy bull runs like REE and U is that the lithium s&d has longevity and has really only just begun. Maybe that just means the lithium stocks won't come crashing back down to Earth as with previous fads. I guess it depends how high their valuations run. Most manias end very badly, due to greed.
I've mainly moved on to looking at the current contrarian sector plays and how/when they might evolve. I think uranium, scandium and graphene are a good start, not that scandium and graphene are contrarian; they just don't yet have scale or much mainstream awareness in markets.
While there'll be countertrend rallies in the old stalwarts, oil and io, i really think it will be a hard grind for a long time and any new bull is years away.
