What would you say if we told you lithium prices have fallen around 30 percent. Good news, right? Not necessarily so, especially in a long term perspective. That is happening because production is currently above demand. In other words, the promised EV boom, especially from China, is taking longer to happen.

This is what Bloomberg allowed us to know. And there is more: Australia is the biggest producer of this metal in the world and it has seen six new mines emerge since 2017. That's clear preparation for a demand that promised to be huge, but has not met expectations as of yet.