The market is said to be forward looking extending to 1 year and...

The market is said to be forward looking extending to 1 year and beyong.

However, for Lithium stocks - the market seems to be only 1-2 months forward looking.

jhina and most of south east Asia are slwoing, due to celebration of lunar NY and will take another 2 months to ramp activities after their holiday break.

As a result, demand for Lithium is down, as activities in manufacturing is down.
But after people come back, manufacturing will be back to full capacity, as demand is still high.

So, Li price is lower - that understandable but short sighted.

The market failed to see the long term permanent trend that demand will be higher than current time.
This is where investors will either make alot of money by understanding the future needs and demand and buying into Li stock at lower price due to the market mis-pricing.

Why?

For example in UK - there will be a total ban on combustion engine vehicles by 2030.
That means uk will need alot of EV and alot of Lithium batteries.

Below is a map of UK and europe gigafactories battery to be opened to meet demands.
Currently there is only 1 battery manufacturer in Uk.
It is estimate that it will require another 4 mores gigafactories battery to meet demand in UK.
Each factory takes 5 yrs from announcemnt to production.
in total 30 gigafactories plus another 4 factories in UK to be opened (not shown on the map)

Battery factories are openning in America and Asia ( not sure of the numbers).

So, demand slowing (short term - maybe) But in the long term - i think demand will be alot more than today.

So, i hope the shorts can push the cxo sp down to below $1 and I will buy alot more of cxo and other Li producers