Where is Russian and Afghanistan lithium going? Have you ever heard the Karakoram area which connect to china and periphery of Russian influence Ex USSR members? What about China's massive lithium investment 4-5 years ago in Argentina, Bolivia and Chile? Why MS and GS forecasting negative price of Li+ commodity? And we all know who produce the highest batteries and battery based Technology. Doesn't surprise me this price correction. Supply vs Demand fuelled by Unwanted recession and High interest rate. Consumer spending is going to hit very low levels after x-mas. people trying to save their homes and jobs. Housing market correction is already started. They are not going to buy expensive EV at least within 2 years if we hit hard we recession which we can't avoid it.
MS strikes again, page-83
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