.....the macro for the auto industry is hideous. ....translation...

.....the macro for the auto industry is hideous.

....translation for the lithium sector outlook isn't good, despite lithium hodlers trying to convince people that lithium has bottomed.

....the only bright or rather less ominous area of the auto industry is Chinese EVs. But as this thread has articulated, what is good for Chinese EV isn't good for lithium.



Nissan plans to reduce global production capacity by 20% and shed 9,000 jobs
https://x.com/MacroEdgeRes/status/1891966692747596071