Just picking up on the discussion earlier about lithium .... I am slowly coming to the view that the lithium story isn't going to be a long term one. My reasoning has a lot to do with the current tech needing cobalt. It is starting to look to me that the difficulty in sourcing cobalt will place a major restraint on lithium battery utilization.
Those articles above referring to how much lithium is now entering the market probably have some substance ... the current SP's are hyped on future demand. As things stand the battery tech has to alter regards cobalt .. as far as I can see...
The vanadium story has been around for some time but until now didn't get the traction ... perhaps the shift down today on lithium stocks and the uplift on the vanadium stocks are a little bit connected?
