Interesting the mention of trucks and logistics in there. Large trucks are going to be a huge consumer of lithium batteries, yet mostly discounted by those in love with EVs.
I still expect over the next couple of years that trucks switching to Electric will catch all the analysts totally unawares as buses did last year. If that trend starts this year then by the time we have lithium for the market, the price could be a lot higher than now, as another unexpected use gobbles up thousands of tonnes of LCE.
Whatever the reason for the holdup in our SP now, IMO as we approach production later this year, we will see the price rising and 16.5c just a distant memory.
AJM Price at posting:
16.5¢ Sentiment: Buy Disclosure: Held
