https://unauthorised investment advice/experts/bubble-just-waiting-burst-lithium-says-expert/
PLS gets a nice mention.
A reasonable article but AGAIN a westerner who has no comprehension of the demand that is occurring in China and greater Asia.
Just as during the IO boom the Chinese built ghost cities, they will build operational lithium ion EV battery gigafactories in anticipation, whether raw material is available or not.
During the resources boom China expanded invemtories of IO and Oil from 33 days to 100 days.
All the Spodumene production will be snapped up as becomes available.The Chinese sense an important opportunity to not only provide their own country with car sales but also greater Asia and the rest of the world. India may be their big future rival.
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