..when I told you the lithium sector would be entering a protracted winter hibernation, and you probably didn't listen.
..now tariffs would decimate the global auto industry, lithium becoming a collateral damage
..I did tell you that the market meltdown would arrive sooner than any recovery in the lithium sector.
..the only bright corner in the EV space is China's EV success, which depends on a lower lithium price staying longer and which does little to the lithium spot price because they (EV makers) have all the lithium they need from their own mines.
S&P believes the lithium market will remain in surplus until the 2030s. While other analysts see a faster recovery, the fact remains that low-cost producers have an edge in any market.
