https://www.spglobal.com/commodityi...in-2023-but-long-term-expectations-unaffected
Made a few mistakes e.g expected surplus, about 3 weeks supply.
The lithium story is halfway through the article with some good figures on LCE usage.
2023 did see sales in China remain similar to 2022 earlier in the year but bounced in the second half.
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