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General Discussion, page-1571

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    The Lithium story is one of big global undersupply with relatively small volume but big demand quickly inverting to oversupply and price crash.

    The Graphite story (yet to play out) is one of big oversupply (from China) quickly being inverted to global under supply and huge volume/demand requirement as China graphite is removed by tariffs.

    Cheers

    DYOR IMO
 
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