General Discussion Banter GLN, page-15310

Article says Citi see a lithium surplus of around 6% “this year and next”. Pretty amusing to read that because Joe Lowry said in a September 2023 Melbourne ‘New World Metals’ Conference speech that he’d be dead before the lithium market was ever oversupplied. In the same speech he also said lithium shouldn’t fall below US$25,000/t because the Chinese were already losing money at those levels. Current spot is US$14,600/t…

For me, it just goes to show all these lithium ‘experts’ like Joe, Rodney, Howard et al, are all as clueless as anyone else and likely just pumping their own bags - in Joe’s case, he’s massively long LAC which is looking ugly.

Always best to form one’s own ideas instead of listening to the lithium permabull analysts.