Goldman Sachs pushes questionable narrative concerning lithium...

Goldman Sachs pushes questionable narrative concerning lithium prices; industry experts reject the assessment.In a knee-jerk reaction, lithium stocks reacted negatively to the GS report; this presents a buying opportunity for the long-term EV investor.We share with investors how we are playing this “blue light special” on lithium stocks.

Goldman is bullish on lithium?
If you pull up the buying history of GS, one sees Goldman's lithium holdings fluctuate wildly. This could be for a variety of reasons such as hedging, shorting, speculation, etc., but it is interesting to note that recently Goldman has been increasing its lithium position. Granted, some of these positions are nowhere near how much they have owned in the past, yet, they are increasing lithium positions once again.

Why would Goldman increase its position if it were bearish on lithium? Maybe it is some sort of options trade? Who knows, but you can be the judge of the below graphic. Consider it just one part of a large puzzle. Note the "shares changed" percentage change in Lac, Livent, Sqm and Alb.

https://seekingalpha.com/article/4516060-goldman-sachs-got-it-totally-wrong