Nickel to replace lithium for electric cars, page-30

nickel has other uses such as in making stainless steel, but if by chance nickel were to be used in lieu in many cases the market would adapt again. the current supply of lithium (price) is all about expectations, yes there was high ramp up of production expecting higher demand around the next 2-3 years. the key for a patient return on any lithium stock what is going to be in 3-5 years (because more mining capacity can ramp up even within the current mines)

my bet is that demand for lithium in 5 + years is inevitably going to be significant based on the technical tipping point already occurring. So for the shorter term volatility and low prices are another opportunity to buy in reasonably, pick the companies that have a bit of capacity factored in already and they can grow into the demand without much "investment" and it's more than likely to work out pretty well in the long run