Good News & Bad News, page-35526

I must say this sector is confusing and seems illogical to me - maybe someone can explain to me what is really going on. the data available is contradictory at best and leads me to believe that some data must be false. Something is wrong here.

EV sales circa 30% up this year in all major markets. Huge growth. Approximately 7-10% mom. no slowdown apparent.

Some pullback in legislative demand/timeframes but not massive.

Most miners selling every scrap of Li they can mine, but one announces that some allocation won't be taken up? contradictory.

Huge interest in any/all juniors and new reserves - Acquisition offers/ interest accross the board for any potential mines. some seem overpriced compared to ex producers.

Assumed increase production from Africa- but supply only max 5% of current demand possible so no reason to crush the market from their increase - 5% can't create a massive Li surplus ? I mean 95% is still required?

China destocking - ok - but how long can you destock for before you run out? surely they couldn't have a years worth on hand?

predicted EV sales not meeting forecasts - ok. But they only missed by a few % points - not like it ran off a cliff right? Still selling huge numbers and demand growing

Major EV manufacturers doing well profitable and forecasting solid growth. Some new OEM manufacturers may be struggling to meet targets but still proceeding with conversion to EV

Huge ongoing investment in manufacturing battery and car manufacturing - multi billions in investment.

the only available Index down hugely- no real reversal in sight. ??

The positive seemes to well outweigh all negative in the sector.

Almost 20% of PLS shorted. SP appears surpressed with any price growth crushed by cross trades immediately. It does though appear to be constantly trying to rise with plenty of buying.

Pricing down circa 60%? for most ex producing Li related miners and manufacturers why?

Li seems to be selling too cheap imo. Why??