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Lithium's Plunge Is Pitting Cathie Wood Against Sector Veterans
There’s sharp debate within the electric-car industry over the path ahead for prices, and the potential impact of promised new mines.
Pilbara Minerals Ltd.’s Pilgangoora lithium operation in Western Australia.
Photographer: Carla Gottgens/BloombergThis article is for subscribers only.
Lithium’s recent price collapse and the prospect that supply from new mines could accelerate the slump are stoking fierce debate in the electric-car battery industry.
It’s an argument that’s pitting ARK Investment Management Chief Executive Officer Cathie Wood against some of the sector’s most prominent voices.