GS anal-cyst is a bs artist. Clearly doesn't know the difference...

GS anal-cyst is a bs artist. Clearly doesn't know the difference between lepidolite, dso, lithium ore and lithium chemicals. The total current world mines are struggling to keep up with demand over years, yet somehow the Chinese can oversupply in one. If this guy was any good he would own the bank, not work behind a desk. BYD intend to buy six African mines and begin producing in months, sure, they be lucky to put up a perimeter fence.
Elon has made EVs mainstream and even sent rockets into space. He's struggling to get lithium supplies, hence has offtake with the likes of CXO and others. Clearly Musk doesn't know anything about supply and should ask Goldman. What the fcuk? May and Jun are months of manipulation. This is the time they get people to sell while they buy for the xmas rally. China is not the world producer of minerals, they process minerals.
China magically own huge mineral resources but are never able to produce them.