Nick Hodge with his USA focussed 2023 investing forecast. Lithium is mentioned around the 22.20 point in the audio and no surprises with a continuing structural deficit.
Basically Nick continues to maintain that we are in a "years long commodities super-cycle"; and that this sector of the market has recently pulled back allowing new investors to get set. While he sees that the overall equities market will fall further, he expects that the first half of 2023 will see the precious metals, particularly gold, grow stronger and stronger, as it resumes its historic bear-market hedging. Nick then sees the second half of the year rebound with more growth in base metals, particularly battery (except for cobalt). He is particularly bullish on lithium and copper and I am posting this as Nick Hodge is yet another analyst who maintains that lithium is in a structural deficit and will be for some time.
Please do your own research and please do not take this as advice.
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(20min delay)