So true,
One more thing - please stop obsessing about every news (or fake news) story that puts lithium stocks in a brief tailspin. If you are tempted to think we are moving into oversupply territory just look at the latest BMX auction price. It won't increase forever but it indicates where chemical prices are likely to be. Oversupply will happen but it won't happen soon. The sodium ion battery will come, find its niche but it won't derail lithium demand. Finally, remember the months of the key Chinese holidays - yes, they impact cathode, battery and EV sales.
Ref:
Joe Lowry
Banter and general comments, page-18400
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