I think Moran Stanley have definitely got it wrong......looks as...

I think Moran Stanley have definitely got it wrong......looks as though PLS have an MOU for stage three offtake.....oversupply lie being correct, that wouldn't happen.

Chile SQM deal looks not to be in good shape, Government there not allowing the expansion, due to water and may have been a couple of other issues.

Hard Rock Li looks to be a better choice than Brine, forget which companies but I note that a Brine Li producer was investing in a hard rock deposit.

I wonder why they went down the over supply route

So yeah Moron Stanley the filthy crooks definitely got it wrong by design i'd bet.....166 giga watts pa currently of battery production globally, estimated to increase to 1145 gigawatts by 2025...who knows maybe more.

Once we hit that critical sweet spot for ev take up it will explode beyond anyone's expectations...in my opinion.

All battery metals will be required, long term, ignoring any of the short term gyrations and rumblings I think that Ni and Co is coming out of the ground at Sconi.

We are in the orphan period for the biggest energy disruption since 1904...in my opinion.