A majority of it is bullsh!t.
Anyone who holds ASN that is having second thoughts due to all this Lithium uncertainty just needs to look at all the other minerals that are not part of the EV business case to realise it doesn't matter who says what, even though we know that the big players are trying to play catch up and establish a position in this emerging market.
They were asleep at the wheel thinking nothing could compete with gas and oil, and whilst those sectors are still important, alot of investment dollars are pouring into Lithium mining/manufacturing, including government funding for securing supply chains.
Take a step back, and you can see how media, and big business, is trying to scare people into making an emotion judgement on their investments that
will not benefit retail at all.
Patience, vigilance, and the occasional whiskey!
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