J and J The battery metals thematic is not going to recover any time soon - a long time in the wilderness. It must be heartbreaking for companies like Sayona who kept the faith only to find after more years of hard work they can't operate profitably. This will be the straw that breaks the camels back -many people will have had enough of battery metals now. Clearly China has orchestrated this to smash certain commodities they control -like producing large quantities of lithium carbonate from low grade loss making lepidolite -Govt. subsidized.
Well they can't control iron ore or uranium and that's where my focus is now. As for ICG - a lost cause unless reluctantly they do what many companies are doing - switch focus.
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Price($) | Vol. | No. |
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