...so a lithium hodler wants to tell us lithium is not going away, it is most sought after mineral [that's the good news but anyone saying lithium is dead is somewhat delusional at least at the present juncture]
...but what it also means is that a lot more supply is in the works, existing projects or producers that can't survive through the lithium winter would eventually be replaced by projects that (1) timed their production closer when the next boom arrives and (2) are backed by Chinese EV battery players for their own consumption.
....lithium price is unlikely to return to the good old days of 2020-21 which presented the gift of high valuations accorded to listed lithium playesr
LITHIUM SHATTERS RECORDS Despite global slowdown, lithium exploration smashes through the $1 billion ceiling in 2024 The battery metal now commands 9% of world's exploration budget, up from less than 1% in 2010
