Options
Top 10 Influencers in 2025Then I'll take profits on 1/4; keep the majority because I have no direct exposure to the lithium industry in reality, it's mainly about mining copper and coal.
$Albemarle(ALB.US)
Don't panic about lithium mines, the long-term trend is still upward. Tomorrow's destocking data is likely to be less than 100,000 tons. The negotiations in Zimbabwe have directly reduced inventory by 30,000 to 40,000 tons over two months. The remaining inventory is not enough for 10 days. If middlemen hoard even a little bit, there will be an immediate shortage. Not to mention that several garbage mines in Yichun could stop production for permit renewal at any time. Energy storage orders are backed up until the end of the year, and factories are working non-stop.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
