I think a lot of people aren't paying attention to how important the cost curve is and what it drives.
A lot of Lithium's problem arose because the Li price hit too high. Spod supplies got too greedy.
Most of new projects and solutions came about and are only viable at those prices.
For example Na batteries don't make sense at the current Li cell price. Nor does DLE or some low grade projects etc.
The cost curve will drive the turn around a spot price surge through under supply.
Li price cycle 101.
imo
dyor
I think a lot of people aren't paying attention to how important...
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