{"id":49903,"date":"2024-03-14T05:56:51","date_gmt":"2024-03-14T05:56:51","guid":{"rendered":"https:\/\/thepatientinvestor.com\/?p=49903"},"modified":"2024-03-14T05:56:51","modified_gmt":"2024-03-14T05:56:51","slug":"the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg","status":"publish","type":"post","link":"https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/","title":{"rendered":"The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg"},"content":{"rendered":"<p>From <a href=\"https:\/\/www.mining.com\/web\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook\/\">Mining.com<\/a>:<\/p>\n<blockquote><p>Short bets worth billions against some of the world\u2019s largest lithium producers are under threat as a supply glut shows signs of thinning.<\/p>\n<p>UBS Group AG and Goldman Sachs Group Inc. have trimmed their 2024 supply estimates by 33% and 26%, respectively, while Morgan Stanley warned about the growing risk of lower inventories in China. The revisions come after lithium prices cratered last year as supply ran ahead of demand, with some producers cutting output.<\/p>\n<p>Now, prices of the key material used to power electric vehicles are showing signs of a revival after the rout last year sent stocks spiraling and attracted short sellers. Bets against top producer Albemarle Corp. and Australian miner Pilbara Minerals Ltd. account for more than a fifth of their outstanding shares, or the equivalent to about $5 billion, according to data compiled by Bloomberg&#8230;.<\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>From Mining.com: Short bets worth billions against some of the world\u2019s largest lithium producers are under threat as a supply glut shows signs of thinning. UBS Group AG and Goldman Sachs Group Inc. have trimmed their 2024 supply estimates by 33% and 26%, respectively, while Morgan Stanley warned about the growing risk of lower inventories &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_mo_disable_npp":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4547],"tags":[5886,4485,5981],"class_list":["post-49903","post","type-post","status-publish","format-standard","hentry","category-lithium","tag-albemarle-alb","tag-lithium","tag-pilbara-minerals-ltd-pls"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg - the patient investor<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg - the patient investor\" \/>\n<meta property=\"og:description\" content=\"From Mining.com: Short bets worth billions against some of the world\u2019s largest lithium producers are under threat as a supply glut shows signs of thinning. UBS Group AG and Goldman Sachs Group Inc. have trimmed their 2024 supply estimates by 33% and 26%, respectively, while Morgan Stanley warned about the growing risk of lower inventories &hellip; Continue reading &quot;The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/\" \/>\n<meta property=\"og:site_name\" content=\"the patient investor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/profile.php?id=61572934660810\" \/>\n<meta property=\"article:author\" content=\"https:\/\/facebook.com\/people\/The-Patient-Investor\/61572934660810\/\" \/>\n<meta property=\"article:published_time\" content=\"2024-03-14T05:56:51+00:00\" \/>\n<meta name=\"author\" content=\"Colin Twiggs\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Colin Twiggs\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2024\\\/03\\\/14\\\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2024\\\/03\\\/14\\\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\\\/\"},\"author\":{\"name\":\"Colin Twiggs\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#\\\/schema\\\/person\\\/d42b18d516a80149d739845749ac6454\"},\"headline\":\"The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg\",\"datePublished\":\"2024-03-14T05:56:51+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2024\\\/03\\\/14\\\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\\\/\"},\"wordCount\":150,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#organization\"},\"keywords\":[\"Albemarle (ALB)\",\"Lithium\",\"Pilbara Minerals Ltd (PLS)\"],\"articleSection\":[\"Lithium\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2024\\\/03\\\/14\\\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2024\\\/03\\\/14\\\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\\\/\",\"url\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2024\\\/03\\\/14\\\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\\\/\",\"name\":\"The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg - the patient investor\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#website\"},\"datePublished\":\"2024-03-14T05:56:51+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2024\\\/03\\\/14\\\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2024\\\/03\\\/14\\\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2024\\\/03\\\/14\\\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/thepatientinvestor.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#website\",\"url\":\"https:\\\/\\\/thepatientinvestor.com\\\/\",\"name\":\"The Patient Investor\",\"description\":\"Smart. Strategic. Unfiltered. \",\"publisher\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/thepatientinvestor.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#organization\",\"name\":\"The Patient Investor Pty Ltd\",\"url\":\"https:\\\/\\\/thepatientinvestor.com\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/i0.wp.com\\\/thepatientinvestor.com\\\/wp-content\\\/uploads\\\/2026\\\/03\\\/cropped-cropped-patience-bg-1-inverted-400x400-1.png?fit=250%2C250&ssl=1\",\"contentUrl\":\"https:\\\/\\\/i0.wp.com\\\/thepatientinvestor.com\\\/wp-content\\\/uploads\\\/2026\\\/03\\\/cropped-cropped-patience-bg-1-inverted-400x400-1.png?fit=250%2C250&ssl=1\",\"width\":250,\"height\":250,\"caption\":\"The Patient Investor Pty Ltd\"},\"image\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/profile.php?id=61572934660810\",\"https:\\\/\\\/www.instagram.com\\\/colin_thepatientinvestor\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#\\\/schema\\\/person\\\/d42b18d516a80149d739845749ac6454\",\"name\":\"Colin Twiggs\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/29a4e13250381b203ea835108c2d5eee4947439713c271ae5ba60afb53194432?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/29a4e13250381b203ea835108c2d5eee4947439713c271ae5ba60afb53194432?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/29a4e13250381b203ea835108c2d5eee4947439713c271ae5ba60afb53194432?s=96&d=mm&r=g\",\"caption\":\"Colin Twiggs\"},\"description\":\"Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He co-founded Incredible Charts and writes the popular Trading Diary and Patient Investor newsletters. Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis. Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008\\\/2009 and 2020 bear markets well ahead of actual events. He founded PVT Capital (AFSL No. 546090) in May 2023, which offers investment strategy and advice to wholesale clients.\",\"sameAs\":[\"https:\\\/\\\/facebook.com\\\/people\\\/The-Patient-Investor\\\/61572934660810\\\/\",\"https:\\\/\\\/www.instagram.com\\\/colin_thepatientinvestor\",\"https:\\\/\\\/au.linkedin.com\\\/in\\\/colintwiggs\"],\"url\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/author\\\/investor\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg - the patient investor","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg - the patient investor","og_description":"From Mining.com: Short bets worth billions against some of the world\u2019s largest lithium producers are under threat as a supply glut shows signs of thinning. UBS Group AG and Goldman Sachs Group Inc. have trimmed their 2024 supply estimates by 33% and 26%, respectively, while Morgan Stanley warned about the growing risk of lower inventories &hellip; Continue reading \"The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg\"","og_url":"https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/","og_site_name":"the patient investor","article_publisher":"https:\/\/www.facebook.com\/profile.php?id=61572934660810","article_author":"https:\/\/facebook.com\/people\/The-Patient-Investor\/61572934660810\/","article_published_time":"2024-03-14T05:56:51+00:00","author":"Colin Twiggs","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Colin Twiggs","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/#article","isPartOf":{"@id":"https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/"},"author":{"name":"Colin Twiggs","@id":"https:\/\/thepatientinvestor.com\/#\/schema\/person\/d42b18d516a80149d739845749ac6454"},"headline":"The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg","datePublished":"2024-03-14T05:56:51+00:00","mainEntityOfPage":{"@id":"https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/"},"wordCount":150,"commentCount":0,"publisher":{"@id":"https:\/\/thepatientinvestor.com\/#organization"},"keywords":["Albemarle (ALB)","Lithium","Pilbara Minerals Ltd (PLS)"],"articleSection":["Lithium"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/","url":"https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/","name":"The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg - the patient investor","isPartOf":{"@id":"https:\/\/thepatientinvestor.com\/#website"},"datePublished":"2024-03-14T05:56:51+00:00","breadcrumb":{"@id":"https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/thepatientinvestor.com\/index.php\/2024\/03\/14\/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook-bloomberg\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/thepatientinvestor.com\/"},{"@type":"ListItem","position":2,"name":"The big lithium short gets \u2018dangerous\u2019 on lower supply outlook | Bloomberg"}]},{"@type":"WebSite","@id":"https:\/\/thepatientinvestor.com\/#website","url":"https:\/\/thepatientinvestor.com\/","name":"The Patient Investor","description":"Smart. Strategic. Unfiltered. ","publisher":{"@id":"https:\/\/thepatientinvestor.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/thepatientinvestor.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/thepatientinvestor.com\/#organization","name":"The Patient Investor Pty Ltd","url":"https:\/\/thepatientinvestor.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/thepatientinvestor.com\/#\/schema\/logo\/image\/","url":"https:\/\/i0.wp.com\/thepatientinvestor.com\/wp-content\/uploads\/2026\/03\/cropped-cropped-patience-bg-1-inverted-400x400-1.png?fit=250%2C250&ssl=1","contentUrl":"https:\/\/i0.wp.com\/thepatientinvestor.com\/wp-content\/uploads\/2026\/03\/cropped-cropped-patience-bg-1-inverted-400x400-1.png?fit=250%2C250&ssl=1","width":250,"height":250,"caption":"The Patient Investor Pty Ltd"},"image":{"@id":"https:\/\/thepatientinvestor.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/profile.php?id=61572934660810","https:\/\/www.instagram.com\/colin_thepatientinvestor"]},{"@type":"Person","@id":"https:\/\/thepatientinvestor.com\/#\/schema\/person\/d42b18d516a80149d739845749ac6454","name":"Colin Twiggs","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/29a4e13250381b203ea835108c2d5eee4947439713c271ae5ba60afb53194432?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/29a4e13250381b203ea835108c2d5eee4947439713c271ae5ba60afb53194432?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/29a4e13250381b203ea835108c2d5eee4947439713c271ae5ba60afb53194432?s=96&d=mm&r=g","caption":"Colin Twiggs"},"description":"Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He co-founded Incredible Charts and writes the popular Trading Diary and Patient Investor newsletters. Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis. Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008\/2009 and 2020 bear markets well ahead of actual events. He founded PVT Capital (AFSL No. 546090) in May 2023, which offers investment strategy and advice to wholesale clients.","sameAs":["https:\/\/facebook.com\/people\/The-Patient-Investor\/61572934660810\/","https:\/\/www.instagram.com\/colin_thepatientinvestor","https:\/\/au.linkedin.com\/in\/colintwiggs"],"url":"https:\/\/thepatientinvestor.com\/index.php\/author\/investor\/"}]}},"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9tQ4n-cYT","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":62058,"url":"https:\/\/thepatientinvestor.com\/index.php\/2025\/06\/25\/lithium-too-early-to-buy\/","url_meta":{"origin":49903,"position":0},"title":"Lithium &#8211; too early to buy","author":"Colin Twiggs","date":"June 25, 2025","format":false,"excerpt":"Summary The IEA projects strong growth in lithium demand by 2040 Planned increases in mining supply lag far behind However, shortages are unlikely to materialize before 2030 The IEA Global Critical Minerals Outlook 2024 projects lithium demand to grow from 165Kt in 2023 to 531Kt by 2030 and 1326Kt by\u2026","rel":"","context":"In &quot;Critical Materials&quot;","block_context":{"text":"Critical Materials","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/gold-commodities\/critical-materials\/"},"img":{"alt_text":"Lithium Demand under IEA Announced Pledges scenario (APS) and their Net Zero Emissions by 2050 (NZE) scenario","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-06-24-li-demand.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":22803,"url":"https:\/\/thepatientinvestor.com\/index.php\/2020\/11\/23\/asx-lithium-miners\/","url_meta":{"origin":49903,"position":1},"title":"ASX Lithium miners","author":"Colin Twiggs","date":"November 23, 2020","format":false,"excerpt":"Australian lithium miners benefited from the \"Biden rally\", in expectation of increased emphasis on renewable energy when the new President is sworn in on January 20th. But not all miners are responding equally. Some of the miners listed below are juniors that have not yet commenced production, or are on\u2026","rel":"","context":"In &quot;Australia &amp; NZ&quot;","block_context":{"text":"Australia &amp; NZ","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/countries-regions\/australia-nz-countries-regions\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":42680,"url":"https:\/\/thepatientinvestor.com\/index.php\/2023\/06\/19\/pilbara-minerals-ltd-pls\/","url_meta":{"origin":49903,"position":2},"title":"Pilbara Minerals Ltd (PLS)","author":"Colin Twiggs","date":"June 19, 2023","format":false,"excerpt":"Stock: Pilbara Minerals Ltd Exchange: ASX Symbol: PLS Date: 19-Jun-23 Latest price: A$4.84 Market Cap: A$14.5 bn Fair Value: A$4.98 Forward DY: 4.5% Payback (Years): N\/A Financial Y\/E: 30-Jun-23 Rating: HOLD Sector: Metals & Mining Industry: Lithium Investment Theme: Critical Materials Macro Trends: EVs Summary Pilbara Minerals (PLS) is trading\u2026","rel":"","context":"In &quot;Australian Growth&quot;","block_context":{"text":"Australian Growth","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/investment-allocation\/asx-growth\/"},"img":{"alt_text":"PLS","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-06-19-pls.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-06-19-pls.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-06-19-pls.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":21911,"url":"https:\/\/thepatientinvestor.com\/index.php\/2020\/10\/09\/lithium\/","url_meta":{"origin":49903,"position":3},"title":"Lithium","author":"Colin Twiggs","date":"October 9, 2020","format":false,"excerpt":"Lithium is used in a number of fields. The primary use is in batteries. Lithium combines the highest electrochemical potential with a low equivalent mass, making it the ideal material for the manufacture of light-weight, rechargeable (lithium ion) batteries. Lithium anodes are also used in non-rechargeable batteries. Lithium is used\u2026","rel":"","context":"In &quot;Commodities&quot;","block_context":{"text":"Commodities","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/gold-commodities\/commodities-gold-commodities\/"},"img":{"alt_text":"Lithium Hydroxide Costs","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2020\/2020-10-08-lithium-lioh-spodumene.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":22270,"url":"https:\/\/thepatientinvestor.com\/index.php\/2020\/10\/27\/lithium-albemarle-alb-livent-lthm-and-sqm\/","url_meta":{"origin":49903,"position":4},"title":"Lithium: Albemarle (ALB), Livent (LTHM) and SQM","author":"Colin Twiggs","date":"October 27, 2020","format":false,"excerpt":"We are bullish on the long-term outlook for lithium, with demand for lithium-ion batteries expected to grow exponentially for two reasons: Increased adoption of electric vehicles; and Growth of renewable energy, especially wind power and solar. Both require rechargeable batteries for energy storage. There are three major global lithium producers\u2026","rel":"","context":"In &quot;International Growth&quot;","block_context":{"text":"International Growth","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/investment-allocation\/international-growth\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":41793,"url":"https:\/\/thepatientinvestor.com\/index.php\/2023\/04\/26\/chilean-president-scares-alb-sqm-investors\/","url_meta":{"origin":49903,"position":5},"title":"Chilean President scares ALB, SQM investors","author":"Colin Twiggs","date":"April 26, 2023","format":false,"excerpt":"Chile\u2019s President Gabriel Boric announced on Thursday night his government would nationalize the country\u2019s lithium supply, applying a model where private companies will be forced to partner with the state to develop the local industry. Lithium stocks have already retreated in 2023 on the back of lower lithium prices but\u2026","rel":"","context":"In &quot;International Growth&quot;","block_context":{"text":"International Growth","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/investment-allocation\/international-growth\/"},"img":{"alt_text":"ALB, SQM, LTHM","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-04-26-alb-sq-lthm.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-04-26-alb-sq-lthm.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-04-26-alb-sq-lthm.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"_links":{"self":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/49903","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/comments?post=49903"}],"version-history":[{"count":1,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/49903\/revisions"}],"predecessor-version":[{"id":49904,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/49903\/revisions\/49904"}],"wp:attachment":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/media?parent=49903"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/categories?post=49903"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/tags?post=49903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}