Banter and general comments, page-35768

might be sub 10c today at this rate - i'll happily take more then

all dependent on the lithium price - im not an industry analyst, but has the worldwide supply increased that much in the last 18months? im sure the Li price of 2022 was overbrought so the steep decline has come off an over-inflated number - but what are the fundamentals? lots of exploration going on but what is the actual supply compared to an ever-increasing demand? has it been previously stockpiled? i get that prices wont go back to the way they were, otherwise they'll be no sustainable price competitive EV market. But as stockpiles dwindle, demand increases & exploration is put on hold (as being non viable) then prices must rise, surely?