Well if you read S&P they are saying that supply will catch up to demand in 2018. What you have to remember is that Australia is the biggest producer but not the biggest reserve, SAmerica has production that is coming online this year and there are other projects that will be coming online in the next two years around the world. S&P said will drop 17% from last couple of weeks commodity price. price has already fallen 7%. So this is why Lithium is getting hammered not because of Trump, but because all rating agencies are saying it needs to consolidate.
