Sector sentiment for battery metals has been in the dumps due to China flooding the market with cheap crap product. Market is only just now waking up the fact that private prices negotiated for quality battery grade LiOH or LCE are much much higher and the current Li producers are making a killing. Sentiment shifts slowly, but when it does, bulls and bears get crushed alike.
Ann: Long Term Binding Offtake Agreement Secured, page-132
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