Good News & Bad News, page-39076

Hello research,

put one and one together!


The question is whether there really is a long-term surplus of lithium! If you think so, then sell!


I strongly believe that we will "soon" slide into an undersupply, as the dominant Chinese market is insatiable and will probably continue to gain momentum. If BYD now also launches affordable EVs (see SF@HC's article), this will put the European suppliers under pressure.


In addition, no new cars with diesel or petrol engines will be allowed to be registered in the EU from 2035. VW, for example, will stop developing combustion engines as early as 2026. BMW in Germany is already no longer producing combustion engines. Let's be honest.


A normal earner can currently only afford an EV from a premium brand like BMW, Mercedes or Audi to a limited extent, and Tesla isn't exactly a bargain either. What happens if, for example, BYD offers its attractively priced EVs for 15,000 US dollars worldwide?


How will all the other manufacturers then have to react? Will they watch their skins swim away, or will they finally be forced to adjust their prices downwards!


And one thing is clear.


When the average wage earner can finally afford an EV, could that possibly have a „small“ impact on the price of lithium?


Hockey stick growth is only just beginning. You will experience it.


We will see a turnaround "soon", just be patient, it will be worth it for all long term holders to have persevered!!!!


Where on earth is all this lithium going to come from?


Do I have to substantiate the second statement with arguments, or is the answer self-evident?