And this, the US spod futures market. All pieces of the jigsaw...

Yep, the Spring from the Winter.
Counter cyclical takeovers green shoots from the first Spring sunshine.
The longer they wait, the higher the premium that the sector tide prices in.
More and more countries, USA, Canada, Europe ? to tariff Chinese EVs and make a more level playing field.
As the french Macron said, why should they not level the playing field, when china subsidizes its EV industry.

And this, the US spod futures market. All pieces of the jigsaw to support a Western EV supply chain.

Yet there are those who, by the winter doldrums convinced of their own forever rhetoric, are just sogged at the train station . And miss this seasons turn into the start of lithium 3.0 for the west. From the bottoms, many are half a bag up now.

For mine, stay the course where the train tracks are solid, and clear of debris as far as the eye can see.