January Tea Leaf Musings !, page-233

But the problem is that these analysts are wrong every single time, e.g Deutsche Bank/DSO, Roskill's estimates on lithium demand (multiple revisions), AFR misreporting many lithium deals (GXY/SDV rumors, etc). There is no basis or justification in those articles, and unfortunately those people make many dangerous assumptions comparing lithium to iron ore, oil, etc. You can't, they all have unique challenges, which drastically affect supply/demand. But the hubris of these analysts prevent them from properly analysing the situation. Hence why they need to pay Simon Moore, Joe Lowry, and ML for their services.