Over the past 16 months we have witnessed a gravity-defying lithium price rally that has seen lithium prices rocket more than 500% amid supply chain bottlenecks and robust demand for electric vehicles. To be fair, it’s not just lithium but commodity markets have been taking out fresh highs after the shuttering of Ukrainian ports, sanctions against Russia, and disruption in Libyan oil production sent energy, crop, and metal buyers scrambling for replacement supplies Simultaneously, we’re watching the next commodity supercycle unfold…
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