What does any other factor matter.
The west is trying its hardest to throttled Chinas' economic development and in the case of the lithium prices, it is a very simple metric.
Take away China ev demand by crashing its economy, lithium prices will tank.
It is very simple 60% of EV are bought and used in China, this equates to 42% of lithium batteries by weight (China EV have smaller batteries)
Realistically if Chinas EV demand falls 10% or so at the moment $2500 SC6 is a brave call.
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