The lithium thematic is under severe pressure as evidenced by the lithium price.
Look no further than LTR who are literally moments away from production and have dropped by more than 2/3rds over the past 8 months.
Africa is coming on line at a great speed for more supply, the growth in EV's is slowing dramatically and there's a possible recession around the corner.
Lithium isn't the place to be in my opinion. The favourable demand / supply has ceased to exist as of late last year when the market woke up to the changing macro.
The lithium thematic is under severe pressure as evidenced by...
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