Looks like we will be starting production right in the sweet spot .
https://www.ft.com/content/ab5d74d9-a229-4d7a-8542-74124b782306
Scotiabank, which started coverage of the lithium market last month, said the recent sell-off for lithium equities was mostly unjustified because there would not be enough new supply even as lithium demand eased from “super-growth” to “high-growth”. “While the year ahead has a slight chance to see temporary softness in lithium spot prices, beyond 2024 we are stumped as to where supply will come from to satisfy demand,” it said.
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