It is hard to find a copper or gold bear -- but still quite easy to find a lithium bear.
Yet lithium prices have nearly doubled, inventories are depleting and 2027 forecasts are shifting from surplus to deficit.
My latest Lithium-ion Bull connects my journey from
@robert_ivanhoe and the China-led supercycle to today’s race for Battery Energy Dominance.
The BESSt is yet to come for lithium across the Americas - and Australia.