Its just the beginning, no bubble yet. The demand will outstrip...

Its just the beginning, no bubble yet. The demand will outstrip supply for the next decade. Greenfields hard rock spodumene requires up to a decade to bring on production, brine even longer. Western assets (equities) e.g. Australia, Canada, UK, US with less ties to China seem be given more credibility by markets. African continent has major issues with geopolitics at play, Leo Lithium in Mali another miner in trouble.
Lithium spot prices (chems, spod) been severely manipulated within last few months by Chinese chemical converters in a cordinated attempt to lower prices to resume mining of lepidolite deposits in China. Yesterday saw phenomenal record auction price of a (rare) Chinese hardrock spodumene mine.

Reporting agencies state Sept 23 to Feb 24 will see a resurgence in lithium prices due to Chinese inventories supply dwindling combined with seasonal worldwide EV demand, China EV sales 30% plus YOY.