Column by Dana Kallasch, August 29, 2024, for Smart Investor
Lithium remains a key raw material for the energy transition and technological progress, but the market is facing major challenges. While European companies are hesitating, China is leveraging its market leadership and securing long-term access to key resources. Despite the recent losses in the lithium sector, counter-cyclical investors could benefit from the expected boom in demand up to 2030.
The question is: Is now the right time to get in?
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