Macro environment has changed significantly since a few years back. Europe, US and Asia policies are changing the world forever. Giga/mega factories being built in unprecedented numbers. On average one in China each week and these hungry factories need to be fed lithium. Demand is outstripping supply for at least the next 3 years according to many forecasts I’ve read. Car companies spending billions and they wont quickly move on to any unproven new battery tech fad. Not that easy. Lithium is the new oil. Time will tell.
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Price($) | Vol. | No. |
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