EV/Lithium, page-602

China's ICE and EV / auto exports have exploded. If China is winning big here, somebody is losing big. And who is that?
https://x.com/minenergybiz/status/1803439318909780351

Interesting take on China's view of the #lithium market. China hopes to combat oversupply to increase profits by a new strategy: 'Projects built on farmland and ecological zones will have to be shut down...' effective 20 June 2024

China's LFP production capacity at 5.75mil MT in 2025 but global demand expected at just 2.67 mil MT next year.

https://x.com/au_aidan_/status/1803413537664147561