CXO 4.17% 11.5¢ core lithium ltd

Ann: Acquisition of Prospective ML's adjacent Finniss Completed, page-29

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  1. 5,195 Posts.
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    lets start thinking more about lithium beyond EVs only.

    there has been the small odd statement about potential about grid storage, even SB. (it may go beyone EVs supply)

    there are solar lithium battery grid power stations already out there (scalable to households storage) ... i recall reading 2 years ago about india being focussed on creating many of such constructions.... this when i was looking at risk to lithium ... and the risk factor is of course new tech that might not use lithium, generally the huge investment in lithium tech (and improving current batteries) belays new tech for a while. likely to be space for all.
    Currently the risk is also China, the whatifs... Russia/world supply/ Taiwan unrest... but to me China loses too much in conflict.. better to trade with the world rather than fight that make them money, conflict cost and cost and costs... China not as deranged as putin as they will see this clearly.
 
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