@druiner
Article by Joe is good read. Many good points but some to note.
“Juniors with strong partners and quality assets should also prosper”.
”Companies like Volkswagen are ensuring a future “gap year” by ignoring that their “EV dreams” are dependent on a large stable supply of the lightest metal”.
Who does VW have as a battery supplier now? Are they starting to address the lightest metal issue?
https://www.linkedin.com/pulse/lithiums-gap-year-joe-lowry
Good News & Bad News, page-2831
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