Well, I do not want to sound too negative, but eventually, we may face the fact, that the estimates of Lithium demand, we used to see couple years ago were just too optimistic.

And as I see it now in Europe, it looks like those goals of ending ICE production by 2035 may be revised. UK has made the first step of delaying end of ICE by 5 years and EURO 7 has been revised. I have seen an article, where it was mentioned, that China is distancing from its emission goals.

More and more scientist are coming forward with proves, that CO2 is actually "innocent", that current level of CO2 is in fact dangerously low (from a photosynthesis point of view) and that increase of the temperature by 1.5C will cause nothing. Since more people may be fed-up with "greenwashers", it may take just one EU election to revert the course. So after all, my earlier prediction, that EV production may peak in 2025 may not be that unrealistic and LAC/LAAC share price of $60 may be just a wet dream.

My 2 cents of course….