The current world supply is 250kt LCE per year for all usage. At...

The current world supply is 250kt LCE per year for all usage. At battery grade is around 100kt.
The projected world supply for 2023 is 440kt per year for all usage, based on Alb and sqm increasing their production by 300% in Chile. Alb and Sqm cannot increase from their current brine extraction due to water issues, let alone increase 300%. Their current production is not even being met.
Nissan/ Mitsubishi and VW production in 2022 will require 180kt of battery grade LCE.
From A40 (taw) their fixed floor for lowest quality spodumene is $680/t and go up from there until 2022. The falling price articles are bogus.
Shorting and trolling is to obtain cheap lithium shares and nothing more. They missed out early and now want in at retailers expense.
The hundreds of billions of investments in renewables cannot happen without starting at the mines. Helloooo....
NY life (Ausbil) did not buy 9% on market to make a loss against short sellers. There are 17% short that cannot be closed. Short sellers cannot make money unless they close their positions. Anyone that believe short sellers make by just selling, better leave their cash in the bank.
Does anyone know what SDV JV is worth and terms? NO? Yet you want the deal closed. Easy to post but not so confident on details. Battery grade LCE have been produced and sold from SDV incase you have not realised.