Im glad at least a few can read this story and understand the pages as they unfold. This book will read for years to come, people just need to put the pieces together.
Big auto converting ICE factories into EV factories, Benchmark bringing continuous forward forecasts of the decline of oversupply, the sudden realisation that the current spod reserves are of crap grade, the retaliation that that Japanese and Korean markets are still paying a premium for the good stuff.
Seriously, there will be a film about this in the future.
How does one come to any other conclusion, the market being young and opaque is being manipulated to a tee. The Chinese amongst others want their scoop of ice cream, meantime investors wait to see some serious upside before they invest.
Lithium is storm at hand, the writing is there and it all makes sense, the next step for us long term investors is waiting for the stalemate to dissolve.
The investments have been made downstream, pure and utter carnage is set to hit upstream, way underinvested considering it takes 5-7 to bring a mine to life.
Jeez folks lithium 3 could be an absolute cracker.
All in my whiskey infused opinion, good luck all.
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