Running discussion on SP, page-60388

Thanks for posting, great read... everything I thought would happen in ~2018 now looks to be starting up in 2022. It still amuses me picturing all these auto-maker board meetings when they finally get around to discussing supply shortages - "on one could have seen this coming sir, sales are through the roof, we just cant deliver. Globally there is no more lithium coming online quick enough to keep up with demand, its all locked up through long supply contracts and joint ventures. Our suppliers have been grabbing whatever is out there on the BMX but its no way near enough".

Glad I stuck around and didn't cut losses on my lithium holdings. Bring on the ML, BFS, FID, specifics on acquiring the 15% ownership from gov, etc etc

https://www.morningbrew.com/emerging-tech/stories/2021/12/13/a-lithium-shortage-is-coming-and-automakers-might-be-unprepared