Lockitt I have to admit the EV transition seems to have hit a wall -we could all see that coming because of many factors. Principally slowing economies and cost - And whilst we disagree on electrification we don't disagree on global warming. Funny that - nor nuclear I presume. My take there is no stopping technology and that includes electrification right across the spectrum including EV's -even Twiggy's hydrogen dreams and ultimately fusion.
We are in for a rough few years and only the ruthless and nimble will survive -it won't be a lithium boom now perhaps but lithium will be up there if you have the right low -cost high grade ore - the oil companies have regained supremacy - the coal entrepreneurs are making a motza. If you aren't Exxon it's gold -iron ore and U. Thats today anyway -
ICG Price at posting:
1.1¢ Sentiment: Hold Disclosure: Held
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