...I still maintain that we can't be hopeful of a material SC6 price rebound (>$1200) until Western auto makers get their act together to rollout EV models and generate the EV growth that the industry had originally projected [and that won't happen for yet another 1.5-2 years].
...Chinese EV makers consumption isn't going to move the needle much for spot pricing as they secure from their own and fellow Chinese developed mines in emerging economies.
Citi reckons #lithium shorts are in trouble for a couple weeks. Small deficit over the next few months.
