PLS 3.82% $3.26 pilbara minerals limited

Might want to look a bit more closely at those fire reports …...

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    Might want to look a bit more closely at those fire reports … how many are Li-ion and how many are say LFP, NMC or any other chemistry used in cars?

    I think you’ll find much of the fire risk is associated with cheap scooters and the like being abused - and yes those chemistries need some regulatory attention.

    But that won’t drop Li demand - it’ll just shift the demand in chemistries to things like LFP, NMC, solid state etc etc.

    Nice try.
 
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