Sigma and SQM both up ~5% overnight … Albermarle up 3%+
sentiment is clearly changing positive
The new battery innovations at CATL are showing us there is plenty of room for improvements in current car batteries.
Ken Brinsden presentation also mentioned the reduced cost of cells and improvement in efficiency is creating a boom in static electricity storage for houses etc (Tesla home batteries up 100% in volume in 12 months) … the world will continue to need more lithium
China stockpile has been reducing sharply and they are unlikely to replace with too much lepidolite next round because of quality etc
bodes for better commodity prices on the horizon
WC8 Price at posting:
30.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)