Good News & Bad News, page-23875

Reading a bunch of the news and such, seems like a tried and true play on CATL's part: volume at the cost of price. IMO, How well this sinks or swims depends so much on the strength of the legal sides involved so as to remove any backdoor from the buy side, as it does on CATL being able to continuously supply at said prices. Both contain less than certain odds if betting were allowed... lol
Risky play, and without a doubt the shudders are felt throughout the lithium mkt, but how this carry's fwd is much less certain than it seems.
supply not meeting demand for even the next half-dozen years during a snowballing adoption of ev's is a clear scenario, barring nuclear war or similar. the economics of such a scenario are so well-known
the economics of CATL's volume at the sake of price in this scenario is not so well known and depends on more than a few if's .
grateful for having a front row seat, and hoping we can drop another dime or so, making me feel less guilty about doubling the (saintly) wife's holding in PLS, CXO and maybe a sizeable increase in Sayona for triple. talking outta both sides of my mouth again... lol
cheers