There was an over supply of spod and technical grade. The problem with battery metals is not many investors care to deep dive and understand its complexity. It's not like iron ore where you just dig more, shovel it into a blast furnace and pump out more steel.
There arent that many that can even make battery grade.
That's why I'm more focussed on the actual Li producers than the rock diggers although I do own some rock diggers.
imho dyor
There was an over supply of spod and technical grade. The...
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