You're correlating the hawkish consensus of central banks...

You're correlating the hawkish consensus of central banks with the whole lithium industry without any reasonable justification.

You're not a messenger, it's your own opinion, let's be honest.

True you've called a few other stocks correctly in the past however that doesn't add to the credibility of your statement for the underlying industry in discussion. Anyone could've called the BNPL crash, cheap money was made expensive which changed operating margins, its not hard to figure out?

I respect the opinion of others when their statements and opinions are based on logic, facts and fundamentals, not the generalisation of your anticipated happenings based on a single macro variable.