US Govt & US companies are demonising China for dominating global #lithium ion battery supply chain & blaming it for everything; while copying exactly what China did from 2008 to 2022 to achieve its global dominance: Investing a lot in lithium production & processing capacity. US Govt & US companies are demonising China for dominating global #lithium ion battery supply chain & blaming it for everything; while copying exactly what China did from 2008 to 2022 to achieve its global dominance. cen.acs.org/energy/energy-…

$PLL was around US$6 in 2020. Announced North Carolina Lithium offtake deal with #Tesla on 28 September 2020. Spiked 13x to $80.
reuters.com/article/us-pie… $PLL was around US$6 in 2020. Announced North Carolina Lithium offtake deal with #Tesla on 28 September 2020. Spiked 13x to $80. It raised US$122.5 million on 24 March 2021 at US$70 per share. proactiveinvestors.com.au/companies/news…

The devil in the detail. @maryt7171 $LAC @LithiumAmericas #Lithium
lithiumamericas.com/news/lithium-a…

https://twitter.com/peterepstein2/status/1620480698175074306?s=46&t=l_IvopTyctKmdkELBRda6g

JM Morgan is broadly underweight equities. Expects earnings downgrades, recession in EU & UK. Goldman Sachs expects #lithium supply response will outpace demand. This is a perfect recipe for another perfect storm in global lithium stocks. Maybe a perfect storm in a tea cup ☕️ ? twitter.com/i/web/status/1… November 2022 = 5 April 2.0

https://twitter.com/yarra44/status/1591893927707422720

#lithium #EV #BatteryMetals Salton Sea geothermal lithium, #SpecialChemical #Commodity #cobalt #nickel #manganese #graphite #DLE $LAC $ALB $LTHM #lithium #EV #BatteryMetals Salton Sea geothermal lithium, #SpecialChemical #Commodity #cobalt #nickel #manganese #graphite #DLE $LAC $ALB $LTHM