Apart from general market reaction does anyone have opinions on lithium as a commodity akin to gold and functional in a broader sense as a hedge. I'm wondering if a war might add value rather than see a market fall. Precious metals in the past eg wars increase on perception of retained value by desire so now will we see newish metals in high demand as they have greater use than say gold, plus perceived value. In terms of relevancy I'm asking how much people think PLS will be driven by eps vs hedge value as lithium has so much more relevancy than gold and other metal due to functional rarity. Is lithium like modern oil?
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