EV/Lithium, page-1161

  1. 23,533 Posts.
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    ...that's right Juan, and it will only get worse.

    ...the good thing about JCZ's post is that he does not sugar coat or engage exclusively in positive spins despite being a large lithium shareholder.

    ...seek an explanation of why lithium pricing not reflecting EV growth.

    Why has it become easier for China to control prices by reaching an oversupply of #lithium? One plausible explanation might be that China imports Li concentrates from more geographical places nowadays.

    https://x.com/jczuleta/status/1834481708009177330
 
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