Lithium investments
I've already put in a position in lithium since September of 2025. I've just only wanted to update this blog. The investment thesis isn't that complicated. Growth of demand for lithium is going to be faster than supply will be able to keep up with. Growth is going anywhere from 20% to 30%. Batteries are going to be one of the mega trends of this decade and the coming decade. Demand for batteries are growing exponentially. As the prices of batteries fall, there will be more and more use cases for batteries. EV comes first, the next will be bess storage systems, then electric buses and electric trucks. As the price of batteries come down there will likely be more use cases. The research was done by YJ Lee from arcane capital. It seems to be quite sound, as prices have almost doubled since I've put in my position. From 70k + rmb to 140k rmb per tonne of lithium. This investment strategy is really relying on the megatrend of batteries, I remember one successful investor fr...