I have read that the real shortage starts after 2025. I think that the transition to the electrification of everything may go a bit slower than planned , better prices will come but the timing is still not sure . The conversion to renewables is a huge financial and logistical challenge and there is a lot of pushback from the sceptics . With a lot of big mines needing to mine lower grade ore and the cost of new mines escalating I don't think the price will crash .
I am glad they went down the equity route in spite of the big dilution . We are producing while others are struggling to find loan money and partners to build plant and get into production .
