...my thesis is that lithium price will stay low for longer because China's EV growth depends on it and no one is giving up and moving away from generating supply going forwards.
...in fact the Rio takeover of Arcadium just impressed on all lithium projects to stay the course.
...so Rio is not doing the lithium industry any favours by lifting the spirits of lithium optimists.
...with all that demand and positive sentiment going, Spod is going nowhere.
