Nice to see a refresh this threat. Pity the SP has not followed the path @Onspeed (where is he?) predicted pretty much one year ago https://hotcopper.com.au/posts/32193955/single - else we'd all be laughing!
Must say this continued SP and Li price weakness caught me by complete surprise too - but IMO - this supply demand gap will open up soon and prices can no longer be held down. Watch out for the re-rate to happen - and be sure to hold then. DYOR.
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