...whichever way you look at it, China controls the lithium market.
...and by the time US/Canada/EU catches up, China would probably have invented an alternative and yet cheaper battery technology.
...the fluidity of the lithium and uncertainties around EV growth makes lithium a difficult Buy and Hold for long, candidate.
https://x.com/KatusaResearch/status/1785727074545672692
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...whichever way you look at it, China controls the lithium...
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