I reckon if they are financially in trouble and need to temporarily shutdown maybe PLS will take a small hit but in the long run we have a huge win in the pocket.
Many lithium mines are delaying expansion, SQM are in hot soup with the brine environmental issue and stuff... but EV sales are going up... I suspect some high hands are slowly collecting and surpressing the prices before making it jump big time.
if Solid State uses much more lithium and the reduction in coblat in new batteries means more budget for lithium. All these are mind blowing.
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