GXY 6.40% $3.51 galaxy resources limited

Banter and General Comments, page-4125

  1. 1,654 Posts.
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    notice that EV investment by OEM is growing daily and lithium ion manufacturing capacity announcements involving mega factories are growing daily
    the downstream supply chain is growing at a much faster rate than upstream lithium mines
    shortage of battery grade product looms in the medium term 
    Add to that the time lag from investment to achieving capacity
    between the upstream and downstream. Upstream being once again much slower to build and ramp up to capacity.

    not advice 
 
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