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Sigma and SQM both up ~5% overnight … Albermarle up 3%+sentiment...

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    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
 
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