Shares of lithium miners have been on a tear over the past couple of weeks, reversing months of losses on potential supply disruptions. Last month, China’s giant EV battery maker, Contemporary Amperex Technology, or CATL, announced that it had suspended production at one of its main mines following the expiration of its operating license after failing to extend a key mining permit.
CATL said that it had stopped operations at the Jianxiawo mine--one of the world's largest lithium mines, producing ~3% of world supply--prompting speculation…Why Lithium Bulls Might Be Overlooking Key Market Signals
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