Nor sure if this has been posted but KPMG report certainly doesn't agree with the likes of GS and CS.
“Lithium investment is really just beginning to meaningfully increase in Australia,” said Nick Harridge. “Mining investment is increasingly turning towards it and other critical minerals. Given that the price of lithium has surged in the last year, the incentive to invest further in lithium production and circularity remains very high.”
Full story at the link.
https://home.kpmg/au/en/home/media/press-releases/2022/11/brighter-prospects-mining-sector-transforms-towards-net-zero-30-november-2022.html
Downstream plant starting to look better and better.
Nor sure if this has been posted but KPMG report certainly...
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