...this oversupply narrative won't help lithium sentiment,...

...this oversupply narrative won't help lithium sentiment, whether you believe it or not.

....denialists would say they won't come onstream soon enough or it would be years away. But this news is enough to put an upside cap on everything lithium and drive buyers to stay clear and cast a shadow on any prospect of any lithium imbalance ahead.

...just like denialists would say they see EVs everywhere in EU so there can't be a reduced appetite for EVs....despite the fact that EV growth in EU has stalled to just single digits.

https://x.com/chigrl/status/1808436091197829487