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Stocks to Watch: Talking Markets with Morgan Stanley's Andrew Slimmon

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The Price of Lithium Tanks Down

The price of lithium has tanked, but you have to look at how much it ran up to beginning in 2021 or so. There was speculation on the amount of lithium that was going to be needed to transition to EVs. I think a lot depends on really these EV makers and how the transition is going to goHow fast are they going to try to push it?

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