General Comments & Banter, page-12421

I know. it's bl.. frustrating. Every day you read new reports about the accelerating EV's and battery storage (I spare ourselves the links, too many, just google or check the other thread), always surprising to the upside = BG Li demand increasing faster than expected, when at the same time supply of BG Li is increasing LESS than expected (there's also plenty of factual links documenting that). 

These are indisputable facts, not a subjective opinion. 

WTH is going on? Are the biggies asleep at the wheel? Worse than us small timers, simply hoping that "she'll be alright"? Manipulation to sweep up things cheap/delay the transition from fossil fuels?

I do not know. What I do know is that ultimately you will no longer be able to bottle up the pressure. Something has to give, and it will be an exploding SP. To some extent, the longer AGY can survive the current idiosyncratic downturn, the better the terms of a final deal should be.