"The more BEVs and giga factories are announced, the more we get told there is an oversupply of Li "
The problem is Guemar there are a lot of giga factories going to be built but very few that have been built . An announced factory produces nothing so requires nothing...the Spod producers are out of sync with spod requirements by 2-3 years IMO but their day will come...BEV's are only starting to hit the market in any sort of numbers in 2020 .
Cheers Whisky
re:Lithium demand surge, page-3094
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