I’d agree with that mate. I’m not sure it really matters whether the supply comes online from unestablished producers or not though; there’s still some very large projects coming online as we speak (almost forgot Mt Holland as well).
Established or not, there’s a lot of supply yet to wash through the market, and CATL restarting their lepidolite mine is just one example of a few projects that will reintroduce supply to the market before prices can run away.
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