I had a read through a GS analysts report.
They are pro DLE.
They also have China increasing their Li mining in China which they say will lead to oversupply in the next few years.
That bit I think is wrong.
The lower the price the less likely this will happen as their mines will be uneconomic not to mention the pollution which authorities have already cracked down on earlier this year.
Why would they be in Africa securing Spod mines if they had plenty of Li at home?
I have posted this before but is my ref
https://www.reuters.com/markets/commodities/chinas-lithium-hub-mining-boom-comes-c
General Discussion Topics, page-114674
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