Lithium, nickel, and cobalt prices. Boom-bust inputs to the EV and storage transition.
What to watch: Lithium carbonate; Chinese export data. It arrives weekly, and the effect typically lasts months.
It sits in tier 3 — Flows and mechanics: Moves prices without changing anything fundamental, on horizons from hours to weeks. Who is forced to buy or sell, and when. Ignore this tier and market moves will regularly look inexplicable.
Its neighbourhood
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