Yep , despite the constant turbulence around Lithium , a few things remain constant .
1 Liontown has the best new Lithium mine reaching full production very soon .
2 Despite the noise , Lithium demand is increasing .
3 Once in full production , the current SP will look ridiculously low .
4 This mine is in Australia , with quality offtake agreements .
5 The Chinese Lepidolite mines will remain unviable at current prices and probably will be stopped eventually due to lack of profit and crap ESG credentials .
6 Governments around the world are now pouring billions into renewable energy and EV adoption .
It’s very frustrating , watching all the manipulation and bullshit floating about but this is still and will continue to be an amazing opportunity for all of us . Good luck everyone but I don’t think we need luck !!
Yep , despite the constant turbulence around Lithium , a few...
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