Orocobre is developing and running a lithium project in Argentina. The project is world class and production of high quality lithium is ramping up, while exploration around the site continues to be fruitful. Electric Vehicle (EV) demand has seemingly been pushed back year after year while battery penetration stagnated however this appears to be turning. Demand for lithium is expected to be materially greater than the planned global production over the medium term, making high quality producers attractive. ORE is our preferred pick in the lithium space. Watch out for alerts.
MM is bullish ORE
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