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Originally posted by sura7667:
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just a glimpse of the importance of LI as per below extract of seeking alpha article. Lithium is my most preferred as it is used in all battery options (EVs, energy storage etc) and has the strongest forecast demand increase, is a small market, and is unlikely to be substituted. Cobalt is my second favorite because it is rare, a small market, and has limited supply. Risk of being partially replaced by other chemistries [LFP, NM] is something to keep in mind. Nickel in battery grade is also likely to see supply side limitations and strong demand, but the overall nickel market is large making the battery demand impact lower. Graphite and manganese are both large markets and can be quite well supplied. The anode precursor market (spherical battery grade graphite) is a much smaller market and gives producers the edge over manganese miners for my rankings.
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At the start of July I had investments in both TLG (the large graphite deposit in Sweden) and VUL in equal amounts at very similar SPS. I did some research as to the better investment by looking up an article similar to what you have posted and came to the conclusion that VUL would outperform TLG especially with 80 million versus 260 million shares. TLG imo is also a great investment if you want diversification but I think I have made the right decision.Time will tell!
(20min delay)