Imo there will be no Lithium 3.0 because theres ample excess supply capacity now from the imcumbent producers now versus 2019 when it was the last lithium downturn. The massive investment in production capacity and exploration caused by the last lithium run means there are now endless options outside ofCanada
I have been right on so many things this will just be another one of my right calls.
What does this mean? Basically high cost and hard to operate in jurisdictions will not see lithium mines get up and running. Its simply not required.
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Imo there will be no Lithium 3.0 because theres ample excess...
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