I don’t think lithium supply is the main macro issue anymore.
I think inflation is likely to turn into stagflation. Many families won’t be able to afford basic items let alone an electric vehicle.
The macro issue is going to become complete failure of demand IMO. No one is going to be interested in an EV let alone have the funds to afford one.
Im sure the transition to EV will end up happening eventually but the timeframes being suggested are a physical impossibility with global economies completely scrambled.
I say this as someone with significant capital invested in the lithium exploration sector.
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