Totally agree.
Despite reassurances, many companies/countries are reconsidering their commitments and their erroneous understanding of CO2.
Reality will spread quicker than the co2 debacle as windmills, solar panels and batteries require replacement.
In the meantime, as you said, keep a VERY close eye on the overall picture rather than on the MC and SP of lithium producers.
LRS General Discussion, page-17193
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