Everyone seems to have tunnel vision, although I can't blame them with sayonas' performance over the past year.
Co2 emissions still have to be reduced by 45% by 2030. Even if all viable hard rock and brine deposits come to fruition there will STILL be a major deficit of around 30% on the supply side
The price will rebound, lithium is heavily oversold across the board. Massive leverage in the ST and LT for a handful of EV tickers.
cheers boys
2023 AGM discussion and comments, page-456
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