Anyone have access to the original article?
Is there any justification to the numbers or are they just throwing numbers around without any backing or reasoning?
500,000 tonnes sounds like a lucky guess to me.
Does anyone have any real figures of planned output from all mines over the next few years?
No one doubts production isn't increasing, but what the article failed to cover is batteries for power grids which will be huge in the coming years. Vanadium may be used for large scale but it'll be lithium for home owners.
I never saw car makers buying iron ore mines to build their cars, so the fact that they're scrambling to buy into lithium mines to secure their supply speaks to me more than a morally criminal investment company.
Red days are irritating, but its just temporary
Morgan Stanley beat Macquarie, page-83
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