LTM 1.34% $6.81 arcadium lithium plc

Our day will come and it may be quicker than people think. The...

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    Our day will come and it may be quicker than people think. The Chinese will have to start paying if they really intend to be the worlds biggest supplier of EVs. This is all so reminiscent of the iron ore market years ago when they thought they could use poor quality ore in their steel, they crashed the price of ore, but in the end they had to pay - dearly, and I well remember having similar conversations as we are having today over lithium. They never seem to learn, but the reckoning is a coming.
 
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