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The lithium chart is on an edge. The run up from 2021 was unsustainable. This was 1500s tulip-like. You'd have to be a climate clown to think that that was going to continue to go parabolic. Fingers crossed that it holds around here and consolidates for a while to give us a clearer picture of long term fundamental pricing. I've got some AKE and IGO in the store but only 2% ish of the portfolio so not a biggie for me but jeepers creepers, these stocks could be decimated if Li goes back to 2020 levels. The supply/demand equation is so opaque it's confounding. I feel like I'm about to be knocked down by an incoming wave.


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