Lithium price YTD +114%
Lac SP YTD -5.8% Market Cap in B 3.37
SLI SP YTD -55.9% Market Cap in B 0.68
ALB SP YTD 18.6% Market Cap in B 32.9
LTHM SP YTD 17.3% Market cap in B 5.6
SQM SP YTD 99.3% Market cap in B 27.1
PLL SP YTD 13% market cap in B 1.1
Who has the biggest increase potential if you believe in EV, and the need for Lithium in the future.
I have no doubt LAC as No. 1 and with SQM as No. 2. This based on several parameters. They both have big future productions in the pipeline and Lac needs a 100% increase to break even.
This is of course based on the situation today, and a lot can happen.