It's very interesting, there was going to be this glut of Li supply that would kill Li prices etc etc
But what have we seen so far? More uncertainty in supply via PLS iron ratio concerns, AJM offtake partner flopped / finance concerns, water access problems in the Li triangle, Greenbushes expansion potentially hamstrung by Tantalum offtake issues, KDR may not even be able to mine their tenements and so on. Meanwhile, demand continues to soar.
