Good News & Bad News, page-37278

Yep, major producers should curtail production towards end of Q4 CY each year inline with slow Q1 period, cartelization if you like, reducing the volatility in pricing and gagging to usual FIBO, fibs this time of year.

No, no stockpiling please, there's an associated cost and that supply needs to be included in the miners balance sheet, like said costs, and how easy is it for FIBO to move those stockpiled tonnes into their spreadsheets, much easier than mining those tonnes.

Commenting on the supposed very low inventories at Chinese cathode and battery manufacturers, major producers curtailing production/exports to China at this point in time, would expose the actual extent of lepaedolite and African ore volumes, which would be quite informative for the miners forward production and sales strategy.

I guess its important to recognise China's consumption of lithium for its domestic needs is large, so it wouldn't take long for any cracks to appear, and may quickly kill off their EV export ambitions. On that last note, which, if any western customer would want to buy a battery produced in that period of cartelization.