LIthium off to a rocky start in 2018, but ...

So, lithium isn't having a great year so far, and I'm surely it's biggest fan. Production deals have eased supply concerns and some stocks have dipped as a result, but this is just a temporary situation: the looming supply gap is still ... looming. Still incredibly bullish on lithium long term. Would buy on the dip. 

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well, for starters, the easiest one is the Global X Lithium & Battery Tech ETF, which is up almost 43% over the past year. But SQM is also looking good, and if you dabble on the TSX there are a couple of sweet small-caps that seem to really know what they're doing and will race across the finish line with new supply. Still time to get in on those. 

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Definitely temporary ... don't get the pullback and think it's exaggerated. Global demand for lithium is expected to grow by 75,000 metric tons in the next two years. Supplies in that same period will be max 30,000 metric tons. This is the easiest fundamental math that exists. 

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