Uranium is dead in the water. The economics don't stack up. Lithium continues to show strong upside. Clearly the price jump last year was unsustainable but demand nevertheless will continue outstripping supply for the next fifteen years. I expect to see 50% of all global car sales by 2025 to be EV's with 99% of those containing Lithium batteries, mostly LFP chemistry.
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Uranium is dead in the water. The economics don't stack up....
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