Geopolitical risk escalating => increase chance events of black swan. / failure of approvals =>less supply than modeled => lithium 3.0
And picking the jurisdiction that is pro EV and offers a stable regime for longevity.
A bet on counter cyclical takeovers, is not about the current price of lithium. It is about the predator securing an advanced asset for their long term agenda, that can run laps, when others are kaput.
Geopolitical risk escalating => increase chance events of black...
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