Great info savvy, but cant agree with your last note re Li supply. All the things you discuss in your post are demand pulls, as many say, a lot of analyst underestimating the demand side of the equation.
Maybe some bottlenecks with short term surplus, but if 50% of the EV and storage announcements made to date are implemented, there will be a shortage or at least market will remain tight, thus keeping Li prices high.
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1 | 338 | 2.950 |
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3.010 | 93481 | 5 |
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