Supply growth of the various Li products have grown much faster than the consumption by the battery makers. Isn’t it a supply and demand formula as stated in 2018 by MS?
EV as an actual number of world cat sales is still insignificant but growing. So it is coming off a low base but that is the potential folks are betting on isn’t it?
Meanwhile the market has been ‘bashing’ the sector for a reason fundamentally. Wish I know what it actually is and we can only speculate. Eventually it will turn like 2017 but when? Million dollar Q.
Supply growth of the various Li products have grown much faster...
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