The demand for carbonate and hydroxide from the battery makers is unbelievably strong. the bottle neck is with the conversion plants and this will be resolved in due course .The fundamentals of this new industry have not changed and is simply experiencing a bottle neck in the supply chain at the conversion stage.
The EV revolution cannot be reversed as the forward commitments by the auto manufacturers are now set in stone that, as they say....is that !
cheers to all LONG holders
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