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or trump getting elected. hahaha

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Stretch06

17 Posts.

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25/10/18

14:17

Post #: 36259369
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Originally posted by Freehold ↑

Hmmm can't comment on your megafactory aggregate numbers as have not done the detailed research on it but assuming your in the right ball park then a 1 to 3 and up to 50 megafactories a few years later is some kind of steep exponential demand curve. I expect not all of those plants will get up as their simply is not enough available raw material to supply them and the suppliers that do get up are generally being delayed.

The disconnect is that "expert analysts" and the "market herd" thinks lithium prices are dropping... paradoxically leading to under investment exploration as a recent article I read suggested. So prolonged exponential demand + a generally linear supply response will only lead us to one place ultimately... Another upward price explosion for battery minerals. ...because suppliers will not respond in kind until it is worth their while to do so ... a fast increasing lithium/cobalt /graphite/Nickel etc will make it worth their while.

As been said many time "experts are no always as expert as we think... Experts were unable to predict the explosion in Mobile/cell phone demand in the 90's

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or trump getting elected. hahaha

AVZ Price at posting: 7.1¢ Sentiment: Buy Disclosure: Held
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