- Lithium stocks are pricing in a massive, lucrative expansion of supply.
- In recent months Chinese producers Ganfeng Lithium and Tianqi Lithium also have overtaken Albemarle in terms of stock-market value.
- U.S. manufacturers might want to talk up partnerships with local lithium suppliers: Tesla has a deal with Piedmont Lithium, which is scoping out a mine in North Carolina, and General Motors said in July that it was investing in a Californian lithium project.
[Via]