Spot of @Rupfel.
No doubt there will be repercussions in reaction to this mornings strategic alliance.
For VUL, we basically have nothing to do with China and possible trade sanctions.
Being a German/EU listed company, and predominately supplying to the EU and Korea, is an advantage that most will be envious of.
For me, it further derisks the project, as we should escape all this geo-political-economic turmoil.
As for the latest BMX auction, it may be a temporary jump in price to secure supply, but I think the trend in lithium pricing will continue.
I haven't seen an analyst who isn't predicting this to date, most seem to be in agreeance of the bright future for lithium.
Hopefully it rises in a more sustained and measured manner and continues its trajectory to become the commodity we all want it to be...
Good luck everyone.
VUL megathread, page-2927
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