Lithium Related Media Articles, page-19437

You need to look deeper, all good breaking last years record but missing forecast by 50% creates lithium mountains in warehouses.

Short Term Price impact
Refineries listens to EV makers.
EV makers says we are going gang busters and we will need 50% more batteries
Refineries expand capacity and bought mountains of lithium concentrate and DSO* from Africa and else where like Australia
for record prices.
EV makers scaling back Battery orders to last years numbers, mean refineries are stuck with Lithium mountains in warehouses


*DSO from Africa is a massive issue for mid to high cost Lithium miners, There are many private ultra low cost miners in Africa who ships to China with typical 1% concentrate. As China refineries geared up to process low grade concentrate from the likes of Mineral Resouces 3% SC.
Than refining 1% DSO at a discount becomes pritable.

Medium to longer term its a non issue for miners that survive as EV makers start making 3, 4, 5, 10 millions EVs a year