GS has played a significant role in manipulating what's been played out at times IMO. African DSO said to eventually run out and Chinese lepidolite under tight scrutiny due to toxic environmental concerns not to mention the unsustainable unprofitable processing.
And restocking... what takes place when a converter is low on stock or they run dry?
Regarding oversupply forecasts... " a lot of them are demonstrably false" Andy Leyland
https://podcasts.apple.com/au/podcast/the-global-lithium-podcast/id1483677267?i=1000646059734
https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-180-Andy-Leyland-e2g28cb/a-ab02aup
Following iron ore cycle, Big recovery ahead, page-32
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