There's only so long that chocolate, coke and lithium are not the flavours of the month. Easy 50%+ gains within 2 months from here.
Panasonic and CATL are going to announce the locations of their US battery plants soon. I think we are well over 200 GWh worth of plants in the US pipeline. 170,000+ t LCE per annum going to be required for early stages of transition. How long is America going to drag its feet? Thacker Pass, the advanced projects in Clayton Valley and Big Sandy need to get expedited.
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