i agree with that actually, however this is the part that I feel is spooking some investors:
Moores expects a build-up of technical and industrial grade lithium inventories. Spodumene (6% concentrate goes for $915 a tonne) is already piling up and as for direct shipping ore, Benchmark research has found no evidence that Chinese processors have used the feedstock to produce battery-grade material that found its way into an electric vehicle.
nothing for us to worry about of course as we will be producing Battery Grade soon .. right ... ; )
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