Running discussion on SP, page-57304

I think this Mine Life Cycle stuff (chart doing the rounds a lot here and on another thread) is worth bugger all now for the Li sector.

There is and will be for quite a while a supply deficit for Li.

The amount of battery plants being built with no Li supply locked in is unbelievable. Particularly Europe.

Its the equivalent of opening A la carte restaurants in a country in the middle of a famine!!

The Chinese are running around the world with their wallets open at a rapid rate. When that stops, maybe revisit the chart.

Invest based on that chart at your peril at the moment. A good 2 to 3 years of FOMO. I don’t see that marked on the chart!!

IMO