The lithium market is finally waking up, and it looks like...

The lithium market is finally waking up, and it looks like September 10th was the bottom. Rio’s massive 9.9 billion AUD purchase of Arcadium sends a very strong signal of big money confidence in the near-term resurgence of lithium. EV sales are going strong, and BESS is exceeding all expectations by a country mile. Meanwhile, low-quality, high-production mines are going into care and maintenance, pushing supply toward a deficit faster than most analysts predicted. Things are looking promising, fundamentals are almost here, and PFE is in a prime position to benefit. Honestly, I still have no idea how they managed to stake such a large landholding in such a prime jurisdiction, which is shaping up to be the first commercial-scale supply district of DLE to the North American market.