Hey Bombers (or anyone else on the forum), who are you reading...

Hey Bombers (or anyone else on the forum), who are you reading to get the best thinking on long term pricing forecasts?

There seems to be two very distinct schools of thought -
1. Extreme Lithium Bulls (RK Equity, Matt Fernley,etc) who believe all new projects will be delayed, DLE won't work as promised, brownfields expansion will be slower than expected and qualification delays; and

2. Most other industry analysts who tend to accept announced capacity at face value maybe with some discount (noting that I dont have access to any insto broker analysis so am filling in the gaps).

it is only this second group that assume we are going to see a return to "normal" procing anytime in the future. The first group make some very compelling arguments and seem to know their stuff.

if we're in a perpetual supply deficit i dont understand why prices would be predicted to come back down.
Would love to track down an itemised list of projects an assumed long term supply contribution to know (for example) what assumptions are being made about the Wodgina re-start, etc.

Sorry for the long q. Any thoughts appreciated.