The big lithium short gets ‘dangerous’ on lower supply outlook
UBS & Goldman Sachs have trimmed their 2024 supply estimates by 33% & 26%, respectively, while Morgan Stanley warned about the growing risk of lower inventories in China.
https://www.mining.com/web/the-big-lithium-short-gets-dangerous-on-lower-supply-outlook/
Good News & Bad News, page-40494
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