Why would gxy need a CR? Its cash flow positive. This qrt will...

Why would gxy need a CR? Its cash flow positive. This qrt will have 10-15m US in net revenue. Cash cost 387. At contract price 587, net 82/t. 180-210kt annually. 176.3m US cash in hand at june 30. Pls 550/t plus debt interest and Ajm 125m US debt, contracts tied to chinese spot, current under 600. Below 600 pls and ajm are negative cashflow. Where is supply if they close. China, ore,livent and sqm flooded the market with technical grade for grease and ceramics, battery grade, no. The volume and quality for tiers 1 and 2 are in short supply. Tesla is starting production this month with Chinese government help. Where will supply come from? Alb and sqm don't have it. Rest of projects are 2years away. Mines and converters have reduced capacity.
Where is tesla y and trucks come from?
Rivian, Ford, Vw, bmw, toyota, Hyundai, energy storage and appliances lithium come from in next 12-18 months?
Toyota paid 7.5 for ore, gangfeng 64c for pls are they stupid? Vw preordered $60b worth of batteries. 99 gigafactories are now earmarked. 3-5 years to create a mine. You do the maths. Why are the Chinese buying mines if there's oversupply? China aiming 2m EVs for 2020, total 5m. And ROW.
80% of charges are done at home, 500 to install a fast charger domestically = 5 weeks of fuel, every house is a charge station. Oil prices are falling.
At 1.75/l average in oz, v8 dead. Charging stations are increasing, service stations are closing.