...yes EVs and installed battery capacity continue to grow, YET Spod price continues its decline. Why?
...if Spod is in decline while EVs are still growing, what fate portends ahead for Spod when EV growth stalls (it will, as auto industry is in challenging consolidation)?
...if lithium stocks sink lower despite US market being resilient, it won't bode well when US market capitulation begins (as it is now threatening to do).
https://x.com/EvanCranston/status/1832550923056620016
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...yes EVs and installed battery capacity continue to grow, YET...
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