Earlier in the year we had a morgan stanley report suggesting the opposite. I'm glad to have a report which validates my thinking. I believe telsla are planning to establish a new giga factory in china, which again will consume a significant amount of the current global supply of lithium. With other car manufacturers now up scaling EV car production, demand will increase here as well in the new emerging market for energy storage.
Our First Destination is 10 cents, page-466
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