RE:Electric car demand sparks lithium supply fearsI like what you said at the end of your post (Helm / Germany / Volkswagen / Haber ). I've been thinking the same since the AGM. One of the reasons why I've been buying more and more CRE in the last 12 months is because of the growing grid storage industry, which wasn't on investors minds as much as the EV's a year ago.
At the meeting I couldn't help but notice the amount of time Dr Haber spent talking about the automotive industry without mentioning grid storage once. And every time car manufacturers were named in the examples given, Volkswagen was always the first brand mentioned. This would be great for us! But even if this is only wishful thinking, there are plenty of other end users who need to secure a reliable supply source. It really seems like the perfect storm is forming in the lithium market. I still went ahaead with my gut and placed several orders 0.70 after the meeting. I'm really looking forward to the next couple weeks. We had news two Mondays in a row, jamais deux sans trois? Have a nice weekend everyone.
Matteo