@HappyCats On stocks performance and the big end of town: EV sales in China are also a MAJOR inflator and deflator, first half has been disappointing, on top of that BYD had a very large order of buses (huge LCE use) cancelled. Good summary: http://www.itdcw.com/news/hyzx/0H364V42016.html I think bigger money will come back on board once China starts producing consistent month over month sales growth, and the government is still talking big numbers for this year. These EV numbers are particularly important for spodumene stocks, less for brine because they are usually a small part of a larger business supplying different sectors, agri, etc not just Li.
See ALB/SQM vs Tianqi/Ganfeng for example:
@HappyCats On stocks performance and the big end of town: EV...
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