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Lithium Demand surge, page-1286

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    General Motors Expands Honda Partnership with Electric Car Battery Tie-up. Source: Bloomberg 8/6/2018

    My take: Honda, having been a proponent of hydrogen cells to advance alternative energy power trains for its future cars, are beginning to see the error of their ways. Like Toyota, they have grappled with the debate over hydrogen verses lithium electric and come to the conclusion that battery power has already won the race by a country mile. In any case we now have yet another major car manufacturer requiring LITHIUM . And while I might be a tad premature in saying so, I think we can safely say that, "hydrogen is dead - long live lithium."
 
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