with regards to lithium pricing, i think this is the conundrum the industry is facing. I agree that supply/demand factors would indicate a clear pricing trajectory, but if lithium cost pricing continues to increase, it makes it very hard for lithium battery manufacturers to sustain its margins without passing on the cost to EV vehicle manufacturers and then the end-user (u and me) making it very expensive to buy EVs or anything else that will be part of the EV movement, which ultimately is a roadblock for EVs taking off in the market. Yes pricing will increase in the short-to-medium term, but it needs to be sustainable for both buyers and sellers in the long-term. As a large holder of AGY, 100% id love for lithium pricing to forever increase, but as someone who is big on the EV revolution I would prefer pricing smooths out.
just my opinion
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