WR1 General Discussion, page-32898

If the Me too Movement add supply to the Antinomy market, a tiny market 1b, thats just not a big enough pie for many players to fill the restricted supply by china. There will be price volatility short term, and it will benefit those able to fill that supply gap first, but following balance, the small market demand size, means that its price will come back to the norm. For those who can capitalize, make hay while the sun shines.

Derangement comes to those who think that a tiny market, can be a sustained feeding frenzy for many for longer.

In comparison, the lithium demand market is growing, and far more mature and substantial to support scale demand supply balance above the cost of production, that must also present a premium over cost, to factor in the failure of future supply to emerge, the risk of investment to provide returns, and benefit for those who have good longevity jurisdictions to play a long term part in.