These are just theories. Projects like this take years to establish fully working Batteries.
and then you might need another supply chain. There is already hell lot of Money is Invested in Lithium supply chain. Its not going anywhere for atleast 10 years.
Restocking is going to start very soon. Probably after Chinese New Year.
Hold tight. Once price start to Recover then we might see more than 10% gains almost every week.
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