"You don’t have to be a market genius to see that another price boom is coming sooner or later as an under-powered supply chain has to catch up with the next demand surge."

 "The need for lithium forward pricing is becoming more urgent.

The electric vehicle revolution may have hit pause. But the accumulating national “green stimulus” programs are going to jump-start it."

The above quotes come from an opinion piece in Commodities by Andy Home.    He has some very interesting comments and this short read is worth the few minutes it takes to scan over it:

https://www.reuters.com/article/us-metals-lithium-ahome-idUSKBN23H2B8