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CHINA WILL BE VERY MUCH SHORT IN LITHIUM, page-236

  1. szaba_the_hut
    15,019 Posts.
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    07/06/25
    21:25
    Post #: 79358547
    What has the lithium price done this year? The market is telling you something.

    What did it do after CATL announced their salt battery had overcome low temp limitations in April and BYD said they will have production EVs with it this year ?

    There is still a place for Lithium, but it's a reduced demand trajectory than it was before and there is real competition in battery chemistry now. Cheap and plentiful sodium. Watch this space.
    LTR Price at posting: 63.0¢ Sentiment: Sell Disclosure: Not Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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