Ocean Wall entered lithium at the start of COVID when lithium assets sold off sharply, anticipating that COVID demand destruction would prove temporary while lithium-ion battery demand remained structurally strong.
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Nick LawsonEvidence Quote
“lithium was because at the start of COVID, lithium assets massively sold off. We understood the demand in lithium-ion batteries”
Created: 8/11/2026, 6:58:12 AM
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