Thanks @Thesi. It's geologically impossible for ALB and SQM to...

Thanks @Thesi.  It's geologically impossible for ALB and SQM to increase production without extracting more brine and fresh water from the ground. Chile equifer is drying out. The Chilean land owners represent Corfo. The mines will die before the people will.

China has banned import of Australian coking coal to Dalian port.
Reuters said imports from Russia and Indonesia would not be affected.

To produce EVs you need steel. To produce steel, you need coking coal. What's the best way to bring down coking price from its current high?
A reduction in coking coal must also reduce demand for iron ore. China demand for iron has not reduced, only the price gets played.
Late model European and American cars are built in china but cannot to exported. They are given only Euro3 emission standard. To turn the table, china goes EV. China wants American and European car makers with their technology to build in china. To build more cars they need more coking coal at a cheaper price.
BNYmellon is a shareholder. Lookup who they are.
MS now think amazon investment in Rivian is a turning point. How do they keep their jobs?
LCE supply is drying up fast.
Investment banks know about low supply in 2nd half and are getting in, while shorters try to get out. The oversupply numbers were based on production that is yet to occur. Many of the miners in those numbers have no funds to start.
If China doesn't pay the right price for LCE, supply will go to Korea, Japan, Singapore,Thailand etc. Investors buying in at current low lithium miners are in the box seat to profit.