Morella Corp Ltd (ALTAF)

[Shavasana]

Here's an article that suggests the opposite. I think some of the discrepancy has to do with the rate of transition to EVs from ICEs as opposed to whether it's transitioning or not. EVs are cheaper and more simple to make and maintain. The fact that Tesla is just now producing > 7k cars/week, suggests to me that the Lithium Boom is in its infancy but that it is going to ramp up faster than the over-supply crowd realizes.
https://cleantechnica.com/2018/08/12/electric-car-growth-produces-battery-shortages-carmakers-cant-match-production-with-demand/