So, further proof that the demand weak narrative is BS. China’s export volume of Lithium battery products has jumped 60% in the first 7 months of 2023.
If cell inventories were high, they certainly did a good job of flooding the market with cheap ESS systems and now starting with cheap EV’s to the ROW.
Look at what they are doing, not what spoon fed Lithium price reporting agencies are saying.
Good News & Bad News, page-33589
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