What most analysts fail to understand is that there is indeed undeoubtedly a lithium bubble, but not with lithium as a commodity but rather with lithium juniors frenzy. most of lithium juniors wont succeed in proving an economical lithium resource, neither producing even 1 kg of lithium in a pilot plant, let alone thousands of tonnes of lithium in a big half billion$ plant.
that is what analysts are missing : very few juniors will ever succeed enetring the supply chain.
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