Aug. 28 at 12:43 AM
$LAC $LAR $ALB A key LI analyst thinks the market could enter undersupply as early as 2026, BASS will drive it shored up with short/med trucking. The numbers now make sense on payback for trucking companie's equipment. China/U.S. can't fill all BASS orders and EU BEV requirements continue. China's new mine listing requirements may speed lepidolite mine closings. (China states still have considerable power in mining decisions so it's murky) Holding LAC buying LAR. GL, NFA.