Hard to keep up with the developments, BMI reporting fortnightly to keep up. Mid March assessment, lithium carb prices up a further 19% from end of Feb, and some BQ sales completed at US$14,150 (CNY 92,000) this week.
https://www.mining.com/lithium-prices-continue-to-soar-up-88-in-2021/
The EU is on a roll, VW Power Day confirming they aren't messing around, 240gwh battery capacity by 2030, ~200kt LCE from 1 OEM. If that doesn't assist in removing the finger, nothing will.
ESS the dark horse, see US deployment in Q4 2020, hockey stick.
Good News & Bad News, page-11071
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