The sky is not falling, it can't, its air. The demand for...

The sky is not falling, it can't, its air. The demand for lithium chemicals are so high, the converters need to upgrade their machines. As a result, spodumene producers have been asked to slow down while converters install larger capacities. The miners have, or are taking this period to improve their efficiencies. This means the miners are also upgrading to meet demand. The upgrade period is 6-9months depending on the improvements.
Gxy YOP took 3months to build and 3months to recommission. This has seen improvement in volume production, grade(%) and Quality( purity). Purity determine the end use and cost to convert. The battery makers are also building and upgrading. Since everyone is upgrading, the buying of chemicals and minerals have slowed.
The end use, EVs and storages are growing exponentially. The supply has not kept up, hence companies are upgrading.
The people that setup Pls are also behind Ajm. Both share similar geology and mineral contents. The 2 mines are twins with different husbands (management). Love for one must also extent to the other. They both have debt, mineral contents and same customer.... surprise.
With a slow down of pls stage1, Posco will be waiting for supply come 2021. Posco can't get hydroxide from Alb. Who will they go to, to make cathodes? Converters, put your hands up.
Maybe they will produce with GXY in Argentina....mmmm.
Galaxy, Posco, Panasonic, Tesla. What perfect vertical integration.
A40 started a mine without knowing whats underneath. History says the deposits are there. They have to drill to find out how much and where.
Ore is over uncles' place, producing technical grade. Toyota are trying to improve that.
Min has the same customer as Pls and Ajm. They are in the same situation.
Tianqi and Alb are fudging the numbers between Australia and xi corporation to make things rosy.
China import 70% of its lithium raw materials. The other 30% is to mainly produce technical grade.
There's no one else.
Shortsellers are trying to use this period to cover before the real demand kicks in. The trolls will be out and news about oversupply coming from Xi nephews will be spread.
The end use have increased, there's been little input from the miners. Gigafactories are being built but the mines are not producing enough to feed them. China takes 6 months to build, others need 2 years for environmental approvals. England led the industrial revolution, the land became toxic. China's air and land are now toxic.
The UBS experts are in a kettle, after china 'sick pig' comment. Experts? One of the world best analyst is now working for Tesla. With 10 years ahead in AI and space technology, good luck catching up.