Hey mate. Your eternal optimism is awesome. I just don’t quite...

Hey mate.

Your eternal optimism is awesome.

I just don’t quite know if we are there yet?

I’m reading the same stuff, and there is some very promising content. Seen this many times before.

In saying this EVs up 57% on last year, carbonate price looks relatively stable, supply sure as hell ain’t going to meet demand this year.... and what’s the other big one that nobody seems to what to address???

That’s right, it’s the 68 giga factories planned over the next few years, where the f//k are they going to get that supply from? China lol, Chile lol, Aussie, not for another 2-3 years at best.

As all are aware the forecast demand figures are a joke and every time they are rewritten they have major upgrades.

Failure to include the booming storage demand will only further play with their forecast figures. And yes we all forget about the billions of small devices that rely on the good old lithium to power them.

How about the planes, trains, ships, and busses. And now there is the trucking industry seriously interested. Holy smoke forget about the 100kw battery in the Tesla, they are putting 900kw batteries in trucks, and this the beginning. Don’t forget to look st the mining industry, there are some big developments there with the Canadian wa

So Just_Westy I suspect our day is coming soon.

Best luck to all.

Cheers mate.