I work with many Chinese clients.
they like to show u what's the "market" price like from ur competitors. and in this case they dare not totally take all from one source cause when lithium is in high demand they wouldn't want to be bottled neck too.
if u can check I think all the chemical converters are in the greens. maybe less profit but at least having profit. at raw material supply expense. if I'm not wrong nickel or coblat are not really facing issues like ours.
yeah so if I'd be nasty I hope those poorly managed mines just let the financiers take over. they are seriously dragging our feet.
Ramp up of next PLS shipment..., page-440
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