Allkem General Discussion, page-3647

Personally think we've entered bubble territory with Lithium Co's - especially the juniors.

Overall I think this is a positive - It adds resilience to supply chains and price stability Ex China.

However - I do think the limiting factor over the next decade wont be the availability of Lithium - it will be Graphite - which is the ugly duckling (soon to be a Swan) of the Battery arms race.

Demand for both will be huge but I see a time where we'll have an oversupply of Lithium and an undersupply of Graphite relative to what can be meaningfully turned into finished batteries. Good for Graphite - not so good for Lithium.

Long term Ex Galaxy holder - so v.happy.

DYOR IMO