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 from Thailand in one of 8vics events talking about investing. He mentioned that the best investments are where there is a megatrend in place. 

This is unlike some of my old ideas, which are looking for fallen angels in industries that have been hit by vicious downturns. Like the Greek banks and offshore oil drilling.


If the shortage is truly on, it's likely going to last for several years. I'm planning on holding my position until October of this year. Then I will switch to crypto. Most likely IBIT Bitcoin fund to ride the crypto wave.

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