Great post. I to fail to understand the disconnect. The market is meant to be forward thinking, so its hard to explain.
Fears over sanctions placed on China is the only explanation I can see. I really don't think the Chinese are stupid and will never back Putin over their own economic growth.
I cant see Lithium imports into China being stopped due to any political influence, the Chinese cant not afford to not have the supply of Lithium stopped or their dominance in the market will diminish. As happens with Iron ore, the cant stop importing it.
They're not getting mine.....
PLS Price at posting:
$2.88 Sentiment: Buy Disclosure: Held
(20min delay)