General Discussions, page-23773

Williams 11
I am sorry but you are completely wrong re these issues. there is no impending 'massive oversupply' of lithium coming in a few years. absolute rubbish

also there is no chance of an oversupply of graphite either. this is also absurd rubbish.

At present Chinese producers are supplying the market with synthetic product. this is not sustainable longer term and huge volumes of natural sources are required.

There are nowhere near enough mines proposed for the demand being realised. Even conservativey high ev sales growth charting is being exceeded at present so current deficit projections are constantly needing revision.

what is actually happening (as with lithium and iron ore) is attempted Chinese manipulation of pricing. They publish pricing of tiny sales parcels to make it appear the price is real.

the large volumes move under preagreed pricing structures that are not published.

your comment that product is currently being sold under cost is also absurd and untrue. who can or would sell something cheaper than it costs to produce?!? - the only way this ever happens is liquidation of bankrupt business - which is not the case here.

please get your facts straight before presenting your self as informed and posting rubbish on here for noobs to digest.