Allkem General Discussion, page-886

mtkdo posted this link to a McKinsey & Co article on the Sayona threads. Nice summary but no more than that really. No outlier predictions that I could see (which is just as well given their effort about mobile phone usage). Probably the main point is the article is from McKinsey & Co so you know it will be widely read and absorbed.

https://www.mckinsey.com/industries/metals-and-mining/our-insights/lithium-mining-how-new-production-technologies-could-fuel-the-global-ev-revolution?cid=eml-web

Going on 4 months into 2022 and no real seismic corporate action in the sector so far. Everything has been incremental (Olaroz MRE) or conditional (Ford and Lake Resources) or backward (Rio in Serbia). Elon Musk is talking the talk but none of the big auto / chemicals / miners have crashed the party. Getting very toey! AKE is not a $13 stock imo.