re:Lithium demand surge, page-2885

Not bovered....

2020 is only 3 months away. We have money from the CR so we won't be do an A40.
UK about to announce EV incentives on 17.09.19. UK industry are quick to respond to incentives and lose their minds for e.g Help to Buy.

Germany will follow suit to keep up.

Telsa -Robotaxi, FSD will be a game changer next year. Supercomputer on wheels. Youtube the Tesla FSD presentation in April 2019. If Tesla delivers, a car will no longer be as much as a depreciating asset as they are now.

Lithium supply is a major worry for Elon. During the FSD presentation, when he was asked about Li and battery supply, it was the only time he looked stressed. He added that ESS are getting the Li scraps. All of the quality Li is going to cars. They are focussing on standard plus batteries instead of long range because they can't meet the demand for their cars.

Lit ETF has ticked up enough to suggest we are the bottom.
PLS is moving away from digging up Lithium and shipping to high value chemical conversion.

Hoping to get as much as I can in SPP and using my beer money to pick up as much as I can in 30s.

Before you blink it will be 2020 and European roads will slowly get quieter.

Never wish the short time in your life away but Li shorters should make the most of now. Step up the down-ramping whilst you can. I wouldn't some PLS for 20c.

Not Bovered.