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LKE towards TOP-5, page-5827

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    Nothing wrong with them.
    Just a lot of fear. Talk of recession in 2023/2024 means car sales drop off a cliff and demand for lithium drops off.

    I think Ukraine situation will be resolved one way or another within a couple of months, China will re-open its cities within 2 months and inflation fears are overblown. We'll soon see.

    In favour of lithium is the massive impact of climate change becoming unavoidable which will drive green energy even faster than people expect. If we do see recession, governments will print money and push green energy projects. Lithium will be needed.
 
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