No, it was another report I read. Not saying that we won't see demand taper off but what lithium there is coming to market at the moment is generally taken up by these agreements. Another school of thought is if supply really is expected to saturate the market, why are the chinese so aggresively investing in smaller explorers to try and get their share. One of the guys on the short term trading thread did an interesting calculation on expected EV uptake in China alone and it far outweighed the supply coming online.
Good old fireside chat, page-1862
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