AKE 0.00% $9.83 allkem limited

It all sounds good Savvy except that as far as I can see the...

  1. 177 Posts.
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    It all sounds good Savvy except that as far as I can see the plunges in stock prices are occurring across the board. Not just lithium stocks but almost all resources.
    This appears to be a fear of a panic-driven correction. The fear is due to the realization that the era of easy and cheap money may be over and that we may have gone too far.
    However, if we don't get the energy transition right and solve the biggest problem we have in front of us as a species everything will have been for nothing. I refer to climate change of course. That problem is not going away. It must be solved if organized human life is to persist on this planet.
    That leads to the problem of how to resource that transition. Where are we going to find all of the metal and other resources we need to effect the transition?
    That is not going away.
    And the money that was created from thin air is still in the system and has to find a home.
 
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