Do we think the thematic for lithium is stronger today than it was six months ago, twelve months ago? If no, panic now and avoid the rush, if yes, be patient and focus on medium term fundamentals.
Before you answer, please bear in mind the 2025 Li demand forecasts have increased by almost 60% from 9 months ago (i.e. from 535,000 t's to concensus of 850,000 t's). This is a good indication that it's imposible the predict furture demand, particularly now the dark horse (grid scale and domestic storage) is starting to gain momentum.
latest lithium news, page-5
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