EV/Lithium, page-13

  1. 1ronnie
    22,237 Posts.
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    07/04/24
    13:58
    Post #: 73226723
    Just in: China car prices are plummeting to levels below 2002

    https://x.com/burrytracker/status/1776761002605920344

    ...China won't let lithium price derail its price competitiveness. And the US/EU will either have to find a way to produce their EVs cheaper or step back from competing in that space.
    ...none of that will augur well for lithium's forward pricing.
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    lightbulb Created with Sketch.  Great analysis
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