Rogue Agent, appreciate your post - I've now read this evening (sorry - missed the Ref.) that batteries are being produced faster than car manufacturers can absorb them. Then my gym mate said it is a supply chain issue - they just can't get product thru production & into car dealers & therefore customers fast enough.
Not sure of the accuracy on these viewpoints, suspect the New Year will restore your Lithium Price chart to recent highs, at least in the short-term?
Perhaps someone closer to the action can put some clarity to:
1. EV manufacturing 2. Lithium volumes - daily average World-wide sales 3. Near term Lithium production to come on line 2023-2024
I expect to see AGY with wind in their sales for a period of time as volume ramps up.
AGY Price at posting:
58.0¢ Sentiment: Buy Disclosure: Held
