A twitter find:
Demand-supply equilibrium only by 2022 according to shanghai metal markets online event. They estimate by 2021 some producers with bad cashflow might have to interrupt production.
https://news.smm.cn/news/101030104
Search for "Mt. Cattlin" in the text and read from there. Although the whole piece is very insightful! Lithiumcarbonate prices for this year, 2020, range from 45.000-61.000 yuan (45k being around 6.400 usd).
best,
d
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