So by all credible accounts there will be chronic undersupply...

So by all credible accounts there will be chronic undersupply going forward, possibly out to 2030 and beyond

So why would prices drop so much ??? Doesn't make sense...

Isn't it more likely that pricing will remain high, until supply/demand come into equilibrium.

We are probably at the beginning of a J curve.....

Don't listen to the negative narrative of the big banks... they are just trying to flush out cheap shares, they know full well that the transition to electric this decade and into the next will be a cash cow.
They want it all for themselves.