You may have missed my multiple 'disclaimers'> However, to your questions (as best I can).
"This one is rather hard to believe". Well you shouldn't believe anything coming out of china really, especially official figures! The only ones who know that are the CPC....... They just love to manipulate industries, figure and information.........
"Literally everyone on the planet is saying the opposite" How would they know the true facts? everything is an assumption until proven.
"That could apply to some of the AJM customers he visited but no way he is talking about the general lithium industry in China". how do you know? How do I know? Is it not also possible? I'd hasten to guess (assume) AJM are not just talking and visiting with AJM customers.
"If you know the enemy and know yourself" now insert competition for enemy,
JB did state that the information is hard to 'quantify'. Once the products get out of the ports who knows where it goes? small trucks, big trucks , donkies and carts etc. However, this information he had received identified so. So, if he is speaking with lots of people (here and over there) who knows? I'm just reporting what he said to me (don't you just love chinesse whispers....)
I've worked in china to (and many parts of Asia and the sub continent) nothing surprises me these days............
Time will tell, it always does!
CD
AJM Price at posting:
5.9¢ Sentiment: Hold Disclosure: Held
