Lithium Related Media Articles, page-19552

Not sure if this has been posted:
Ground Breakers: Where’s the bottom? New lithium miners face uncertainty heading into 2024 - *

If link doesn't appear just type in the name of the article as not sure whether HC will allow the link. In the article is these comments to follow on from my above post (it is a * article):

My point: As inventory levels fall, demand picks up and LCE producers realise you need good quality inputs to produce quality LCE at reasonable cost, but the current falling prices delay the production plans of emerging producers (who have yet to do a DFS and/or are seeking finance). Hence you get a PLS effect in time where those in production then reap the benefits of rising prices as companies restock inventory and seek quality inputs to limit LCE production costs. EV demand is not falling so that demand has to be met.

All IMO.