PLS 1.36% $2.99 pilbara minerals limited

EV car sales up 53% for 2023 so great news for PLS and other lithium companies, page-53

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    These guys are worth listening to IMHO

    China #EV sales for Jan/Feb combined up 23% yoy. #RKEquity forecast is +27% yoy for 2023. Global EV sales +32%. ESS >+100% growth. Even if cathode production is “only” up 29% in 2023 due to inventory drawdown we still have #lithium (battery grade) short ~70kt LCE.



    https://hotcopper.com.au/data/attachments/5110/5110398-a1ec3daf78d5210e629a0fd1bb52ac5c.jpg

 
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