It’s not just SQM, there are lithium projects popping up all over the place in response to the price and future demand.
My analysis (ie, guess!) is that the future demand will take off faster than is being predicted and absorb all of the supply as it comes online. If I didn’t think that, I’d be getting out soon. Cars are only part of the story, it will be home batteries, grid scale storage and industrial storage too.
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