what drives cycles to their own individual end product matters yes. But to say that lithium price runs in a striaght line upwards is pretty wrong when large resources exist or are being developed.when supply rises to meet demand prices do fall knocking out both investment into industry and higher cost producers.thats why its simillair to iron ore.
i actually dont sell on peaks rather i ride a few cycles on the promising ones. Hence taking a long veiw here if the the sotry develops.
im enjoying the bottlenecks as much as anyone else but just shedding some light on macro outcomes for the sector.
what drives cycles to their own individual end product matters...
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