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"Past performance does not indicate future returns." All you're doing is repeating the fact that we've been under-investing in lithium (and other energy minera
by schiffern 4y ago
"Past performance does not indicate future returns."
All you're doing is repeating the fact that we've been under-investing in lithium (and other energy minerals[0]) for the past decade+. Everyone already knows that.
Nothing indicates lithium mining & refining is at its physical or technology limits. Far from it: we see large low-hanging fruit for process improvements in both.
Ion exchange and/or membrane and/or electrochemical separation vs ponds, lithium carbonate intermediate vs lithium hydroxide, clay vs spodumene, etc. Lots of exciting stuff going on!
[0] https://youtu.be/Keja23R2N7g https://youtu.be/Keja23R2N7g