Currently GS is buying and commsec (retail) are selling. The...

Currently GS is buying and commsec (retail) are selling. The banks will hold the SP down while they buy in. This is a 2-3 Years hold ( if you choose to). The chinese mines are broke at current prices, the converters depend on Australia Spod to remain profitable. The cost curve rise over time, the Xi flu prices is a manipulation to control market share. The banks are in on it with the chinese. The (battery) energy space is one of few growth sector for China, it cannot slow. If prices fall below cost curve, there will be less supply, not more. ICEs are being discounted because they cannot sell,, while EVs sales increase yoy.
A video store owner once told me VHS would never be replaced, they closed. Where are video stores now? Anyone that say EVs and battery storages demand falling, say BS and do the opposite.Ford and GM pay Tesla green credits( $hundreds of millions per year) in case you didn't know. The current giga factories can't get enough supply, how will new giga factories get theirs, when they come on line ( if mines are closed due to low prices)... falling demand is a BS story. The Billionaires and producers knows the chinese game, so they are positioning. Stocks are being shorted, why are the banks not selling their holdings and chinese are investing in new mines? As investors, you have to play the same too. What's in the ground will need to be on the roads and to collect sunlight. Your phone runs on lithium, hydrogen(BS) cars runs on batteries, reduce gas and oil ( you need batteries), sodium (salt) is CATL BS marketing. Lithium battery ihas been in development since the sixties and the law of chemistry and physics hasn't changed. Keep it simple, there will be more EVs on the road an China will buy and import more lithium ore/chemicals by this time next year.