Everyone is getting stuck in the weeds. I find it good to keep an eye on the macro picture when the thread turns to sh#te.
Quick observation. Since the CNY holidays (31 Jan), Ganfeng China has risen from $19.44 to $26.83 or 27.5%. Tianqi has risen from $26.90 to $37.55 or 28.3%. As others have pointed out, they have both well and truly poked the heads out of the latest downtrend.
Just wondering if this has something to do with the faster than anticipated adoption of EV's in China (the world's biggest market)?