We've been hearing this a lot lately & it's all Excellent for MRR : Fantastic Future/Setup
December 13, 2021
What does it mean when you say there’s a lithium shortage?
So the “structural shortage” is what the commodity industry calls it.
That’s when there’s literally not enough capacity in the industry to meet that demand.
This year was the year where supply got tight and then it has just fallen into shortage in the last few months.
It’s a very clear shortage, a structural shortage. It’s kind of no going back.
https://www.morningbrew.com/emergin...-is-coming-and-automakers-might-be-unprepared
MRR - Chart + FA, page-35
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