I bet the book holders for the shortfall, Macquare etc. are...

I bet the book holders for the shortfall, Macquare etc. are licker their chops. Macquare quotes as say lithium in 'a perpetual deficit."

https://www.resourcesrisingstars.com.au/news-article/trouble-lithium



"The shortage of lithium is so acute that in China, which makes about 80% of the world’s lithium-ion batteries, the government corralled suppliers and manufacturers to demand “a rational return” to lower prices. Analysts at Macquarie Group Ltd. warned of a “a perpetual deficit,”