Put simply it is becoming apparent Li is abundent and being found everywhere, more mines are coming online every month and existing ones are expanding. China is securing supply, raiding Iran and Afghanistan and even the Saudis are going to enter the space searching their deserts. Many try to spin price manipulation but it all comes down to supply and demand metrics.
I also have concerns on the true uptake of EV's once the evangelists all buy one there will be many who cannot afford it, do not want it and have reservations from battery life to their house burning down while charging up.
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