Why do people blame that CN is fixing the market but not other reasons for the lith spot, battery tech advancement that needs less materials, African players selling into the market (unknown when mines are not listed on exchanges), CN recycling plants operating and advancing that resupply the market.
Why blame shorts when PLS MIN ALB SQM share prices are smashed too. These are overpriced and will normalize.
The supply and demand constraint narrative of the past 2-3 years may just be a bottleneck and the market has sorted it out.
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