Author: climateer
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The writer of this piece, Al Root, is very good.Cutting directly to the chase, From Barron’s, February 21:
Lithium stocks cratered on Friday. The reason was a mystery. Now investors have an answer—it was down to the world’s largest electric-vehicle battery maker, Contemporary Amperex Technology Co. , or CATL, did it.
A move by CATL (300750.China) is significant, but investors may have drawn the
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