1MC 6.45% 2.9¢ morella corporation limited

I guess it all depends on personal circumstances on whether you...

  1. 10,879 Posts.
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    I guess it all depends on personal circumstances on whether you buy or sell.
    Everyone is holding their breath atm on which way Li demand is going to go in 2024.
    Currently on the up.
    I have busy researching China, their plans
    re EV's etc
    They have exporting EV'S as a major pillar for their economy for 2024.
    A major Li (lepidolite) in China halted mining and refining for a month due to an environmental review which was responsible for 30% of Carbonate production in China.
    It might take time as to whether they have started production again or not.
    I am thinking Carbonate from this district will not meet European standards.
    If they are out of the race it will be a li deficit this year not surplus.
    This is a good article on world EV sales for 2024.
    https://carboncredits.com/new-monthly-ev-sales-record-to-kickstart-2024/
 
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