Interesting on the data..
doesn't look like a demand issue and EV sales seem quite seasonal/cyclical but up year on year including this year...
all I know is when all these mines who have been forecast to produce in the goldman sucks data don't get up because of the price of lithium being suppressed and therefore not viable, PLS are going to be one of the only suppliers left...
Ann: June 2024 Quarterly Activities Report, page-113
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