https://news.metal.com/newscontent/102444741/The-Future-of-Lithium-Carbonate-Pricing-Amidst-Successive-Production-Cuts-by-Lithium-Salt-Companies

The above link tells a bit about the Lithium situation in China. It seems that the lack of Lithium will not come for the next few years, and it also describes that the market for Lithium is starting to be regulated to limit the supply and thus the price. Will probably be like the price of oil.

Conclusion: The price will probably not skyrocket, but we will probably keep a reasonable price. Still believe that power storage will be much larger than we think, but unfortunately in this segment a cheaper type can be used.

SP startegi:

- retain Laac because they are close to full production, and we will get a good indication of the entire pricing and an analysis for profits etc. will be possible.

- Based on this, I will repurchase Lac. Lac actually has the "advantage" of having 2 to 3 years of project time, and will therefore only have to deliver when the EV conversion really takes off. Lac will also benefit from the short distance to GM.

A lot will happen over the next few years? The interest rate will fall again, and money versus projects will again become attractive, and the pace of the green transition will really pick up. Maersk shipping here in Denmark world wide container shipping company, yesterday had to downgrade their expectations for shipping over the next few years, and this points to smaller activities and thus lower interest rates.

Let's hope for peace again, so that the focus can once again be on making the world a good place. Continue to have a great weekend.