Ann: Competitive ECI Process Underway for Siviour Project, page-70

No offence but you are simply wrong.
A direct quote from for example, the PLS quarterly Jan ‘21 for the period ending December 31, 2020.

”Independent price reporting agencies including FastMarkets, Platts and Asian Metals were reporting spodumene concentrate pricing in the range of US$400-$430 (SC 6.0, CIF basis) as at the end of December 2020.” Pricing was hardly flying.

It is true to say pricing improved over the subsequent two years. To say as you did, “that the battery metals sector was hot starting 2020” is simply a misrepresentation of what was happening on the ground at that time.

You further state , “it will be some time until those tyres are pumped up again.” How do you know? At current $1000-$1100 US now, pricing is approx 2.5x that at Dec 2020.

Are you implying graphite pricing has further to fall? I personally doubt that, but won’t make an unsubstantiated guess. I will leave half truths and misdirection to others.