Supply growth of the various Li products have grown much faster than the consumption by the battery makers. Isn’t it a supply and demand formula as stated in 2018 by MS?
EV as an actual number of world cat sales is still insignificant but growing. So it is coming off a low base but that is the potential folks are betting on isn’t it?
Meanwhile the market has been ‘bashing’ the sector for a reason fundamentally. Wish I know what it actually is and we can only speculate. Eventually it will turn like 2017 but when? Million dollar Q.
Good News & Bad News, page-2297
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