lithium bull is going very well. Long term graphs are all up and there has been no miner cut back on mining and producing spodumene- they are expanding and can sell every tonne they make for a good profit margin. New battery plants being planned and started, consumption of spod is going to well outstrip supply. More so from the rest of the world than China. Not that China won't be looking for it but there is going to be alternatives for the miners rather than dealing with China. China have been in the same position as Tesla with a major share of the battery and EV market- this majority is only going to decrease
Good News & Bad News, page-27284
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