2023- good riddance. China floods carbonate futures exchange with supply. Bottom falls out of carbonate spot prices and drags down long term contact prices.
BEOT jump on with oversupply native , shorts the shit out of Aussie [and other] miners , all the while hoovering up cheap shares.
2024- Happy new year! 70% or more of carbonate futures contracts off spec. and rejected ! Well surprise ,surprise there a shortage of battery quality carbonate . Panic buying sets in.
My read of the tea leaves .
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