Haven't gone too far down the rabbit hole of the MS supply...

Haven't gone too far down the rabbit hole of the MS supply story, or whether it's the root cause for the decline of lithium prices. But the Lithium index was up again even though LIT ETF took a hit, (courtesy of SQM drop). ORE has previously added some research they've undertaken to this presentation https://www.orocobre.com/wp/?mdocs-file=4984 (pg 15) in regards to under performance of supply to market as well. So maybe they thought the supply story has impacted it. Whatever your view when these lithium companies perennially miss production and it's not just the big one's - agree that it just adds another layer.