After two days, no one has posted the company name and...

After two days, no one has posted the company name and production numbers causing an oversupply. Why is that?
The news articles that state Australia is flooding the market also claim Alb and sqm will triple production. Lets look at these claims.
Alb and sqm did not meet their 2018 production targets. The Chilean government have also granted miners of different minerals six times water rights the aquifer can sustain. For alb and sqm to increase production, they would need to draw more water. Alb is in court with corfo over access water extraction as it is. Large increase in production is not possible.
Sqm invested in kdr because their production increase and royalties in chile make poor economic sense. Read sqm investment statement of kdr.

The experts at Ms and Mcbank said Min supply large quantities of lithium. Min sold DSO in 2018, DSO is dirt sent to china which could not be processed. The MD claimed that it was all processed and even threaten to take someone to court for stating otherwise. Towards the end of 2018 min announced building a spodumene facility.
Tianqi and Alb at greenbushes don't export spodumene, they are building a hydroxide facility.
Nmt produce spod. Gangfeng and min are major shareholders of nmt. This gives them the right to claim as spod producer.
Ajm and pls were building in 2018 and only began producing spod at end of year.
Ore struggled to produce battery grade carbonate and sold over half on spot because no one would accept it. The reason someone did buy on spot for ore was because they couldn't get it anywhere else. The buyer needed to make hydroxide to meet their orders.
Gxy was the one producing spod throughout the year.
Taw/a40 produced small quantity in 2018.

The EV sales in china in 2018 was made up of slow and low range vehicles. The subsidies for these were cut, new policy for subsidies are made available only for better performance vehicles. The sales of better performance vehicles went up while the low performance went down.
The world total production of lce batteries are not for evs only but include other rechargeable devices. If the range of Evs increase and the volume units increase, world production of LCE must increase to that gap.
Tesla would have run out of lCE supply in 2018 if not for production problems. If BYd increase their range for the new subsidies, their need for LCE would also increase. With tesla producing in china and model y starting, the world will need to produce more LCE. This is not including any other auto makers. We are less than two months into 2019.
Australia spod producers are under contract. None are sold on spot.
The experts at Ms also tied gxy spod to carbonate and yet gxy customers make hydroxide. So called analyst.
Of the Canadian miners, Nemaska is the only one with funding to advance.
If gxy was not going to advance sdv, why did they employ an operations manager? If SDV was sold at 50% more than northern tenements. The cash held would be more than the current market cap.
Buy hold sell is your choice.