We all know that EV sales and lithium consumption are increasing and will continue to do so for years. This was something we all knew would happen years ago, that in itself is not something you need to convince anyone of at all. Your efforts have been redundant for years.
What's much more relevant and you deliberately avoid pointing out is that the increase is slower than was previously expected. But most people who aren't deliberately playing ostrich know that too.
What's even more relevant is that unlike expectations from 2-3+ years ago, the reality turned out to be that the other side of the coin, production of lithium, could accelerate much faster than expected. Rather than the mad scramble to try to keep up with demand which wasn't going to be possible for many years (this is the narrative you were pushing for years, and yes, many of us also assumed it would be true), we have seen that production efforts went significantly above what was needed, and actually had to be dialled down due to lower than expected demand and lower prices, whether it was fully viable projects capable of producing at scale or projects which never even managed to get to the stage of building a commercial scale plant, like AGY (well, they told the market they did, then told the market 'just kidding, it was actually just a demonstration facility, not a commercial production plant like we previously told you LOLZ did you believe that?") and some holders have such Stockholm syndrome they continue defending the company treating them like this.
Lithium demand can only grow as much as people want EVs etc. Lithium supply as we've seen is capable of delivering more than that demand. Some smaller, higher cost operations have even been shut down (and can be turned back on) while others like AGY's much larger neighbours RIO push on anyway.
So, yes, you can bang on about the slow increase in demand everyone knows about if you want to, and ignore the more relevant things everyone also knows about which make it irrelevant, but it just serves to help maintain those in denial to maintain that state.
AGY Price at posting:
2.6¢ Sentiment: Sell Disclosure: Not Held
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