- The EV boom will cause a lithium demand boom. UBS forecast is for lithium demand to lift 11-fold from 2021 to 2030, and BMI forecast sees ~17.5x increase from 2020-40.
- The existing lithium producers and some very near-term lithium producers have already seen tremendous stock price gains. Opportunity now lies with the potential near-term next producers.
- My top 3 well valued lithium juniors with near-term production potential by 2022 or 2023. Risks and further reading.
For further details see:
Top 3 Well Valued Lithium Juniors With Near-Term Production Potential