"I’ve yet to read a compelling argument as to why this doesn’t continue to weigh on lithium demand"
Maybe you need to be more selective in your research, as it has been well and truly presented here on HC.
ie, less lithium equals cheaper vehicles, equals more vehicles in demand.
And then there is the matter of ESS which is set to dwarf the vehicle side of the equation.
Lithium Related Media Articles, page-24075
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