Good News & Bad News, page-19575

I usually post these charts I update monthly somewhere else, but due to the constant discussion lately about demand I thought I might show them here.

The first thing to see is demand is growing strongly and hidden in these charts is the fact that every year the average battery size has gone up, masking further improvements in the numbers. One will also see that January is always softer and this is simply a part of the cycle. Can anyone see anything to suggest anything is changing to the negative?






Let's look at another graph. This one shows the volume increase from one year to the next. Example how many more cars were produced in Jan 2017 compared to 2016 (for the 2017 Jan data shown). We can see that in the last two months in particular (I expect Nov to show something similar when released) that the sector is growing very healthily. When we look at the trend and the spot sales there is no surprise in the correlation.



In 2023 with more models coming onto market, with more trucks coming onto market, with more stationary and other devices coming onto market why would would expect lithium demand to pull back? Tesla plan is to grow 50% each year. If anyone nervous wants some homework, investigate what the 2023 lines would look like in the chart above just from Tesla. Such research should help you make your own decision on what to expect.

TA has influence because so many people use and believe in it. Use the TA to find excellent topping up positions.

Good luck all and one last figure to help visualization: