lifted this from the ASN thread. its doom and gloom over there too - same sheet SP type situation however li is about to come back to market favoritism - big time
This may make you feel a little better...
https://www.theatlantic.com/sponsored/thomson-reuters-why-2025-matters/electric-flight/208/ (electric powered aeroplane)
trust me when I say analysts have NO CLUE how much lithium is going to be required in 3 years (and thats just lithium).... No one has calculated lithium consumption required on transport that's yet to move into production. (trucks and planes)
This is a big year for ASN on fundamentals. If the plant, product and customers come you'll be sitting back and seeing those big SP jumps for sure
lifted this from the ASN thread. its doom and gloom over there...
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