GS' Li oversupply forecast, is totally rubbish. They have...

GS' Li oversupply forecast, is totally rubbish. They have been down ramping for a couple years now.

There have been new spod/brine discoveries all over the world, across the continents.

The biggest question is - will they ever get to mining?

Even the places like Canada, the explorers are facing numerous challenges such as land permits, road access, logistics, transport, weather so much more.

Also, many people are talking about new minings from Africa/South America to potentially replace Australia's.

Let's have a look at one example.

CATL/CATH has been here since day 1. Would we all believe it's just because of chairman to chairman relationship.

Could be part of but we shouldn't forget how CATL are getting stuck their big chunk of investment in AVZ for Africa mining.

Being a traditional, mining continent with super stable geopolitic, Australia's miners will always be in frontline of future productions.

Having CATL here since day 1, shouldn't be a surprise at all. They must have learnt bitter lesson for investing elsewhere. AVS has been in Congo court dispute and under ASX suspension for almost a year now.

They know their investment here, current and future (for production) and Spod supply are absolutely safe - compared to all other crap regions.