Here’s a basic concept I’m struggling to understand. Hoping some...

Here’s a basic concept I’m struggling to understand. Hoping some experienced holders can comment:

there’s some predictions of even lower lithium carb prices than what we are seeing today, which already seem pretty low to me.

However, as Stephan90’s great work shows, demand for EVs is increasing around 30% year on year, ball park.

So for prices to be falling, does this mean that li carb supply must be increasing at least by the same amount, therefore resulting in an oversupplied market. Is this the case? And if so, where is all of this additional supply coming from?

as others have said, what helps me sleep at night is that at prices much lower than what we have now, you would have to think it will become a barrier to entry/ramp up, particularly for most of the juniors.

Am I missing something??