TLG 0.84% 60.0¢ talga group ltd

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    Carmakers have blind spot for lithium, cobalt, nickel prices

    "Given the chasm between future demand for battery raw materials used in electric vehicles and new supply entering the market over the next decade, the current low price environment for lithium, cobalt, graphite and less so nickel is not likely to endure."

    https://www.mining.com/carmakers-have-blind-spot-for-lithium-cobalt-nickel-prices/

    Good news and bad news at the same time I guess: higher graphite prices good for Talga, however more costly battery metals will slow EV adoption for a number of years...

 
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