It's hard to say but what I am seeing is a growing disconnect between what is going on in the EV space and the "experts". I was reading this morning that the mining industry is looking at electrifying mining equipment and yesterday there was talk of planes. The problem we have is a thing called short selling. A lot of people are making money off talking down the lithium market. You can bet your bottom dollar Morgan Stanley are lending out a lot stock at the moment in the lithium space for short selling purposes especially after their recent declaration that lithium prices would fall by 30%.
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It's hard to say but what I am seeing is a growing disconnect...
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