...as I posted before, How Long Term Does One Want to Be?
...the one thing we know and we have to acknowledge is that lithium stranglehold on batteries is not cast in stone. Its longer term future and future growth hangs in the balance.
....and even if lithium prevails, that does not mean that lithium stocks can't go bust before it recovers.
....and the ones that are likely to go bust are the ones that depend on bank loans. Because the banks aren't going to wait long term like their shareholders.
From Juan Carlos Zuleta
Just wonder how long the long run will be in this case and whether current low #lithium prices, or even lower ones in the future, won't be too detrimental to the energy transition, leading many Li companies to go out of business before the new techno-economic wave consolidates.
