Here is an interesting interview especially about the shortage of Lithium https://conversationswithtyler.com/episodes/jeremy-grantham/ Heres the killer quote "COWEN: Can the global mining industry produce sufficient raw materials for the green transition? GRANTHAM: Not as currently configured, no. Not a prayer, not even close. COWEN: Which is the most binding constraint? GRANTHAM: Lithium today, I would say. COWEN: Can’t we fix the lithium —GRANTHAM: If we mined every ounce of lithium that is in the known reserves, it would probably be about 5 percent of what is required to green the entire economy once, forgetting about the fact that every 30 years, it would then need to be replaced."
LKE Price at posting:
$1.03 Sentiment: Buy Disclosure: Held
