Don't get too excited, page-78

Clever move waiting until the predictable pull back to sow the seeds of doubt. The entire market moving in unison isn't thin air and you know it.

My shortlist of thin air like news stories:

• Wodgina on C&M taking supply away from the market
• Wodgina 750kmt expansion not happening
• Chile protests blocking Brine assets
• Tesla announcing 3k per week production from China plant
• New Delhi smog creating political pressure to clean up our cities
• GXY only: Updated plan regrading SDV due end of this month