Mar. 25 at 9:14 AM
Lithium isn’t really the issue, it’s what happens after it’s mined. Yeah, we dig it up in places like Australia, Chile, and even the U.S… but most of it still gets sent to China to be refined, and China controls about 80% of that processing step. That’s the real choke point in the EV supply chain.
More insight: https://youtube.com/shorts/e-lP2I0UG-Y?si=H_ElWim0QiBHmd3D
$MTWO $SOAR $ALB $LAC $SQM