MS are back in downramp mode, so would make sense we don't see another update IMO.
Think back over the past 12 months how analyst have consistently brought forward supply deficits, and the amount of time you've heard that OEM's will be scrambling for supply. Well, I've constantly said on here that the transition will get ugly and, the way Li mining stocks are trading is IMO an early indication of that, if ya get my drift.
Imagine when the market gets a decent sniff that the downstream investments are at risk of sitting idle, the shorts will be all over them, particularly Tesla, big, big dollars at stake, don't be hoodwinked....
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