ARL 5.21% 50.5¢ ardea resources limited

There is actually significant difference between where we are at...

  1. 2,802 Posts.
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    There is actually significant difference between where we are at and clq if you look past the chart (which isn't your thing of course so not sure why I even bother to mention). Having sold 20% to the Chinese their strategic partner universe has substantially narrowed.

    as for lithium and graphite, also very different dynamics playing out in those markets. Abundant resources globally and easy to bring on supply, now the market is overcorrecting to the downside. But you miss that nuance when just correlating charts

    dynamics in nickel market completely different for fundamental reasons, not sentiment (which doesn't differentiate). Has Tesla or anyone else for that matter named lithium, graphite, cobalt, manganese or any other ev metals as road blocks to supply chain growth? No, only nickel has been named.

    the right news here will make a mockery of the charts, always does.
 
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