Hey SF,
first of all i want to thank you for your good posts! I enjoy reading them and they are always full of useful info!
Now comes my question to you:
is this just a momentum that lithium prices are going down a bit?
i cannot understand why to be honest.
the situation has not changed? we still need 18x Our mine until 2040 to match the demand or not?
so many projects are delayed. GS and other just try to keep us down. more and more lithium is needed. i know all the basics but the fact that lithium carbonate is going down when battery manufacturing and car sales etc raise I do not get.
what did i miss maybe?
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