Ann: Kathleen Valley - Operations Update and COVID-19 Response, page-202

That's alright, just as mentioned before, I will trow in a few worldwide EV incentive schemes to get economies and manufacturing going again when the time is right and the Li demand and forecasts are on track again.

Yes pongosniffa it is a simple difference in outlook and expected timing. I guess your glass is almost empty, while mine is still half full.
So only time will tell how things will pan out in reality, but at some stage more and more people will think about what it takes to get going again or be the first one out of the mess rather than still being concerned with what the landing will look like and that's when things are getting really interesting and not just for LTR!