Morgan stanley don't know much about EM ? who know, then! DYOR...

Morgan stanley don't know much about EM ? who know, then!
DYOR
FH

https://www.outsiderclub.com/why-the-lithium-bear-case-is-wrong/2701

Excerpt -------
Lithium brine operations typically take seven years to come online. Morgan Stanley is calling for surplus next year.
After calling the Morgan Stanley report “wrong” and “misleading”, Moores went on to say that, “In the face of demand that increases significantly in the short and long term, we expect global average prices to remain above US$10,000 in the foreseeable future.”
It’s no secret we’re extremely bullish on energy metals around here. That includes lithium, cobalt, graphite, vanadium, rare earths, and base metals like copper and nickel.
The transition to electric cars is very real.

• BMW plans to launch 50 new electric models by 2025 and have them account for 25% of sales
• Ford is investing $11 billion to have 40 new electric cars and trucks by 2022
• GM will launch at least 20 new electric vehicles by 2023
• Jaguar will make all new models fully electric from 2020 on
• Nissan plans to sell 1 million electric cars per year by 2022
• All Toyota models will be fully electric or hybrid by 2025
• Volkswagen is investing $40 billion by 2022 in electric cars
• Every Volvo will have an electric engine after 2019

I could go on.https://www.outsiderclub.com/why-the-lithium-bear-case-is-wrong/2701
Then there are the plans for electric long-haul trucks and cargo ships, both of which are already happening as well