Lithium bubble is bursting, page-6

time will tell about demand for lithiums and EV, again i'll say grid stockage could be bigger.
moot...said that Germany was going against rest of Europe to band all ICO by 2035 think some countries had 2025 target on all newly built and to ban ICE. it was thought other european countries might follow. ... but from what i've been reading most major companies are movers towards EVs, not ICE ..the type of batteries it the issue...but wonder if this is still part of GS ...in a effort to further crash lithium stocks and pricing. PLS seem to be going ok and they are selling it ok.
I have also seen with supply chain issue various EV factories were shut down, raw materials and semi conductor storage meant can't built and sell product in a timely manner and return on investment...so cottonballed...this over a year ago. Covid and ware will contine to affect all that. 10%plus of the work force will be out at any one time... just look at what happening now. topped up with flu. (cross promo...get viraleze in your bags)

regardless of that our offtakes are with China, and Telsa. ..it did expect future offtakes with increased LoM might come from Europe.
Don't think china will be slowing with EV production...but they have been some production in lithium free battaries.

So what is the real story, or lithium and the crash...of lithium stocks...the price crash hasn't happene yet....i was always see max 3500, yet several said above 5000, at 3500, that still huge...but the market may not take to much notice until they see our payment reciepts the say wow that an amazing PE, so we might have to wait a while to hit $2, hopefully the world settles down for all sort of trauma.
out SP recovery might also be strained by when we will hit full production, so those full return might take another 12 months to be fully noticed?