Thanks Matt, and I'm not trying to shoot the messenger here....I...

Thanks Matt, and I'm not trying to shoot the messenger here...

.I read the piece which does not disclose any factoids (I don't l8ke to use the word fact when it comes to these reports) about any particular supply source that is not delivering to promises or any demand data at all. There is the usual high level "fall in demand expectations" style of language that is effectively a kind of rumoured piece of information.

I'm not saying it's BS...maybe it pans out to be close to the mark...but it's no different to the reports I have read that say the direct opposite. I said in another post a week or so ago that unless one of these reports is presented that shows a credible list of supply numbers on an entity by entity basis that can then be scrutinised, and similarly for some of the actual EV sales figures or cars sitting on lots wherever to back up the assumptions, then to me it is of precious little value. Rather, it might be of use to wipe one's backside.

In the information tug of war, I am relying on the big picture and long term forecasts that are hard to disagree with, that show literally scores of new PLSs are needed to provide the lithium for this transition that will extend over about the next 25 years at least.

regards
DF