Goldman Sach's Report
Here is a link to the GS Report that caused all the commotion
Green Metals Battery Metals Watch The end of the beginning (goldmansachs.com)
This is what caused the commotion. GS seem to be distancing themselves from the views of the report.
Below is Macquarie's take on the claims made by the Goldman Sach's analysts.And also Macquarie's take on the additional supply from Africa reported by BYD.
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