EV/Lithium, page-1292

...Trump's presidency is the beginning of the deceleration of China EV growth ex-China which will translate into lower global EV growth and accordingly demand for lithium.

...Elon will be too distracted to worry about Tesla's US EV growth as the EV mandate in US will be finished.

#Lithium Minerals Update
Carbonate 99.5% GFEX Futures 75.9k RMB/t -1.9% SMM Spot 74.95k RMB/t 0%
Hydroxide 56.5% SMM Spot 66.945k RMB/t 0%
Spodumene SMM Conc. Index $755/t 0% Platts 6% $750/t 0%

https://x.com/CarlCapolingua/status/1854106380623585353