where is nui?, page-3

I agree, IMO analysts talking aout lithium oversupply are underestimating the speed at which the EV revolution will get going, revolutions do not happen linearily but exponentially, they start slow and steady and then they touch a tipping point (for example hitting sub 100$ per kwh cost ?) and they gather momentum and start going up exponentially. Clearly low cost producers (SQM in chile ?) of lithium will benefit the most, but the sector as a whole will increase in value.