General Comments & Banter, page-5856

i agree with that actually, however this is the part that I feel is spooking some investors:

Moores expects a build-up of technical and industrial grade lithium inventories. Spodumene (6% concentrate goes for $915 a tonne) is already piling up and as for direct shipping ore, Benchmark research has found no evidence that Chinese processors have used the feedstock to produce battery-grade material that found its way into an electric vehicle.

nothing for us to worry about of course as we will be producing Battery Grade soon .. right ... ; )