EV/Lithium, page-1134

.....Chinese EV growth depends on lithium price staying low.

.....Western auto makers planning to get onboard EV won't have an issue with that either.

....Aussie lithium miners are PRICE TAKERS. And they're not large enough to influence market pricing.
Lithium consumers (i.e battery makers, EV makers) are spoilt for choice where to get their supplies from.

....in the long run, lithium is not our iron ore.

China has 70% more electric cars on the road than the EU and US combined

https://x.com/Mayhem4Markets/status/1832389152756597054