You might be right, you might be wrong. Who knows, time will tell.
But I did hear those same things during the lithium boom.
"Uranium producers are still years away from meeting a decade long future wall of demand"
Replace Uranium with Lithium.
Again, I am not saying the same thing will happen, and genuinely curious to hear all views.
Another genuine question, where do you source your supply/demand information? I genuinely would like to read it.
Uninvestable, page-75
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