Ann: Olaroz Lithium Facility Operations Update, page-24

this has got $2 written all over it. constant selling.

wonder if its company specific - ie related to the commissioning delays and subsequent cashflow reduction, or whether heat is coming out of the lithium / ev / tesla / new oil story?

i suppose the weather is a big risk to the project in terms of evaporation times. one good thing is that with less production, it only makes the global supply story tighter. still, i suspect the demand curve will need to be flattened considerably now that fossil fuels are a far more economic choice, regardless of how green the end users would like to be