My concern is the lag for the Li companies to get up to production speed. Everybody and their dog is getting on the Li wagon but they are no where near providing Li to any buyer.
The bug guys in the biz, ALB, SQM, FMC and others who are already producing are going to fill in the present and early future demand and the jr's will get in on the action in 1-2 years once they get in production. At that point jr's will be weeded out as M&A will probably take place and some will fail for various reasons.
Hopefully SIE has the management to hang in there and get up and running with some useful Li production. We'll see...still early for the jr's like SIE.
It's going to be interesting to see if the supply of Li can keep up with demand at first. EV's are still at the very cusp of the bell curve and have a long way to go.
Sure is fun watching all of this stuff and good luck with your trades and investments.
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