EV/Lithium, page-995

..so says lithium hodlers:
> It is Shorters to blame for shorting their stocks
> It is Goldman and scumbag analysts alike for painting a negative picture of lithium
> It is China to blame for manipulating lithium price
> It is weak holders to blame for selling out and not keeping the faith
> It is non-believers in EV revolution to blame, living in dark ages
> It is that Someone out there trying to punish lithium stock

...the market is so damn rigged



..EVERYBODY ELSE except THEMSELVES

for failing to see
1. The easy phase or 'low hanging fruit' market adoption of EV has ended and growth now needs to tackle the sceptics and the hesitants
2. EV/Lithium stock price had gone way ahead in terms of valuation due to lithium price madness of 2021-22 and now facing a mean reversion process
3. The 2 largest EV battery makers have their own vertically integrated SC lithium supply, making less demand on spot market
4. Increasing lithium supply is here to stay, no lithium deficit seen for many years to come; new sources of supply is coming from America's DLE, and possibly even underwater.
5. EV growth is at the expense of lithium price, the lower lithium price stays, the more accommodative it is for EV growth- ironically it could be the low lithium price that keeps and helps EV growth to be maintained; so the present environment is great for EVs, not so for lithium producers
6. Lithium ore (SC) and lithium chemical have become intertwined with EV battery making - the vertically integrated players have less issue with low lithium prices than the standalone lithium producers - where does this leave Australian lithium producers?
7. South American and African lithium producers are giving Australia a run for the money with cheaper production cost and a ready captive Chinese market- they depend less on vagaries on the spot market because the Chinese can pay them enough to sustain marginal profitable operations. Those emerging market producers produce as a source of foreign exchange for their countries - they are not in need to provide high ROE to their shareholders like Australian listed entities
8. Lithium is NOT Iron Ore, every continent has their own lithium supply and EV production facility. The odd one out is Australia. Lithium input into every incremental EV battery would become less as time progresses due to constant EV battery chemical changes. EV Lithium recycling will even recycle up to 90% of lithium from old batteries.
9. ASX Lithium stocks are still relatively overvalued compared to US peers, which means considerable ground for further mean reversion.
10. Lithium Winter Hibernation is UPON Us.