So far we have miners from PLS, AKE to ALB suggesting demand remain high and deficit continue in 2023 at least. While we have analysts say otherwise. Who is right is for us to find out. So far Li refiners up their price historically for Li offtake. Interestingly, ALB's CEO think price to flat from here for encouraging new mine and still make EVs profitable and not to damage demand. It's the scenario most of us want, if true then we will have multibag from here.
Banter and general comments, page-21557
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