Love it, everyone is missing the point!!!!!!!
Both Ganfeng and General Lithium ramping up significant conversion capability. Do people really think the demand side is coming if big players are investing this much in upgrading conversion plants???
You all forgetting this is a futures market???? Supply slowed down by ALB and now PLS to prevent short term price hammering. Conversion plants catch up and it's going to be a race for Lithium supply all over again. Combine that with some bad weather in S.America and it will be Lithium mania take 2.
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