Go listen to the Livent investor call. If they doesn't make you pause to think nothing will.
Holding back production (same as igo)
OEMs being moth balled in China, some more overnignts news on this.
20kgs per kg is likely unsustainably high according to livent
Livent fixed price contracts being walked back and renegotiated.
Good News & Bad News, page-35194
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