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Logbook & Analyses

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Logbook.

In-depth market commentary, macroeconomic trends and regular insights into the lithium sector. Notes from the deck.

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The next bull cycle after the bloodbath

July was a red month for lithium investors. Although the price crashed from nearly 200,000 CNY down to about 135,000–140,000, the halving of many lithium stocks looks overdone. And the sector's fundamentals paint a very different picture from what the share-price moves might suggest.

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The next bull cycle after the bloodbath

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