Does anyone have first hand knowledge of the mines in Africa that China is getting all this low cost Lithium? From what I've been reading this supply has been the reason for the supply surplus and dramatic drop in the price of Lithium.
The big question is will this situation continue for years to come, if not what is going top change it from going back from this surplus into Deficit allowing the Lithium price to recover?
I do understand that there has always been commodity cycles, but according to the experts this cycle down is more severe than most cycles which a lot of the time means the recovery during the next up cycle will be severe to the upside......."The more pain....the more gain"......I can tell you right now I AM IN A LOT OF PAIN!!
My view has always been a long term view which will hopefully allow me to recover all of the large loss position I am currently holding on paper.
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