General Discussion Topics, page-2371

• Benchmark lithium prices rise over 40% in January 2021 boosted by LFP electric vehicle demand.
• SK Innovation will invest $2.3 billion in what will be its third battery plant (30GWh) in Hungary for a 2028 start. SK Innovation's 10-year USA import ban risks US lithium ion battery shortage.
• China's Svolt to build a 20GWh battery plant in Sichuan, China.
• JPMorgan (following GS & BoA) says commodities may have just begun a new supercycle.
• French carmaker rivalry defies Macron's EV battery vision......Boom in electric car sales fuels battery supply bottlenecks.
• Deutsche Bank sees the lithium market in a deficit from late 2021 out towards 2024, upgrades ALB & SQM.
• Battery recycler Li-Cycle to go public in deal with Peridot (PDAC) SPAC.
• Biden-ordered review of supply chain to include electric car batteries, medical supplies and rare earth metals.
• BMI - Battery demand in Europe is set to increase at an annualised rate of 40.1% between 2020 and 2025.
• Battery metals are critical over the next decade, Roskill says.
• Metals are soaring on a green frenzy and global recovery.

A snapshot and turnaround story for most analyst - grabbed this from seeking alpha..