>>23502871he means BINZNEBS
>>23503145probably more or less along the consensus 3.1% core CPI. A hot CPI print would be gigabullish though.
Here's an interesting paragraph: the first lithium extraction facility from produced water from oil wells is coming online in 2027. Should this work, more would surely pop up. Lithium production last year globally was 240kt, this facility is set to produce 3ktpa from 70,000 barrels per day of produced water. Meaningful supply effect for lithium markets and upstream producers' margins if these projects end up being successful. Why own Albemarle when you can just own Exxon lol
