Lithium rates will likely stay lower for longer as lithium manufacturers greatly purchased production growth that might not be in line with need growth.
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Lithium in pain in the next 5 years
that is the current situation, but the pain can actually make the cycle downturn last less, it is one to watch…
Cheaper EV’s for sure
lithium isn’t that significant to the price – Tesla model S battery has approximately 70kg of lithium, thus at current prices $1000