I know people can't imagine why what is good for EV is a continuation of low or lower lithium price. Lithium depends on EV more than EV depends on lithium, as time progresses. Understand technological changes that are unfolding.
It is nothing to do with more demand for lithium. Lithium stocks valuation, similar to EVs, have front-run their valuations based on earlier lofty expectations of the EV transformative growth - we saw a similar front-running in Internet stocks in 2000, solar stocks in mid 2000s, EVs in 2020-21 and now in AI stocks.
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