Looking at lithium, it reached a 2 year low yesterday. Lots of sectors getting hammered but the EV related materials space in particular. Need the EV sales growth to keep holding at 50% (been like that last few years now) and both graphite and lithium was fix up in time as the volumes start to become significant. Going from 2 million EV sold last year to likely 3.5 mil this year and its starts getting serious very soon.
freefall?, page-60
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