Good presentation. I think we covered almost all factors that can influence the demand. But I think we forgot one big factor: The oil price. There are estimates that demand for oil is dropping from 2027 onwards, mainly because of the EV adoption worldwide. This could have a big impact in several ways. Time to go short on big old oil? Collapse incoming?
Great presentation. Thanks.
@@jayconway8016 thanks
Thanks Rodney, great assessment...
@@MickB52s cheers
Good presentation. I think we covered almost all factors that can influence the demand. But I think we forgot one big factor:
The oil price. There are estimates that demand for oil is dropping from 2027 onwards, mainly because of the EV adoption worldwide. This could have a big impact in several ways.
Time to go short on big old oil? Collapse incoming?
@@cg986 hmm
Is lithium mining more viable when it’s one of many minerals ex the same mine? Eg Power Metals?
@@jayconway8016 depends on the deposit. Yes in the case of Ioneer power metals can be profitable on cesium alone
Northvolt gone to the big battery in the sky
@@MickB52s yes unfortunately
Makes you wonder what Canada up too!!
Cre.v critical elements lithium corp
We need an update from CRE.v
@ I agree 110% hopefully soon
@@illusion81 it’s been a while yes