Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
I am seeing articles forecasting an uptake of solid state batteries in EV's in coming years. These batteries have advantages of greater range, faster charging & less likely to catch fire. However I suspect lithium will not be extensively used. Can you confirm whether this is correct & the effect on lithium demand and the pricing of these stocks?
Hi Robert,
Like yourself we have been reading similar views and its one of the reasons along with plentiful supply and evolving processing methods that have seen MM adopt a cautious stance towards the Lithium (Li) space. Also, simple history tells us that new technologies often morph in directions unimaginable at the time, e.g. Lamborghini started out making tractors! Three MM investment scenarios around lithium have been influenced by this outlook:
Pilbara Minerals (PLS) remains the most shorted stock in the ASX200 and we still believe it can test the $2 area, i.e. its a trading as opposed to investing thematic/stock for now. We have taken the above measures, simply because when and how batteries will be produced in the future is an open question at this stage – we simply don’t know for sure.
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