...that's right Juan, and it will only get worse.
...the good thing about JCZ's post is that he does not sugar coat or engage exclusively in positive spins despite being a large lithium shareholder.
...seek an explanation of why lithium pricing not reflecting EV growth.
Why has it become easier for China to control prices by reaching an oversupply of #lithium? One plausible explanation might be that China imports Li concentrates from more geographical places nowadays.
https://x.com/jczuleta/status/1834481708009177330
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