https://www.linkedin.com/pulse/great-lithium-price-disconnect-joe-lowry
This is a worthwhile article by Joe Lowry. He focussed on the distinction between demand (and pricing) for different quality lithium. Things aren’t as bad as they seem atm
« battery quality lithium chemicals are at best in balance and will go to shortage again within 24 months »
From gloom to BOOM, page-135
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