Incredible that this persists.You don't have to look very hard...

Incredible that this persists.
You don't have to look very hard to see the speed that Li based energy storage is scaling, but somehow everyone bought the narrative that there is a surplus of Lithium at these price levels (and lower) for all eternity. Totally ignoring the fact that almost every source is operating at a loss atm. and ignoring the reaction this will have from producers now and in the future.
China must have a magic self replenishing stockpile of the white gold. (Or do they?)

I've been trying to find out how many months of supply they have currently but can only find outdated numbers, however speed of scaling both production of cells and Li chemicals dwarfs the speed of mines scaling, how can that be ?
You can produce more than you actually take out of the ground ?
This can only happen if you have a massive secret stockpile of the raw material or if you source it from somewhere "off the books".

Try comparing the growth of LCE produced and the growth of Battery production since 2019
Then compare with the output of Mines ect. for the same period.