There's no way lepid supply is profitable at current prices. That tap will be turned off (if it hasn't already).
Some hard rock deposits would be looking over their shoulders as well, including SYA.
It's good news if you have a medium to long term view on lithium because an over reaction now (supply being switched off in a big way) will only need to a larger price upside
Banter and general comments, page-34282
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