Finally I say, producers have done the hard yards and should make profits soon (if not already).
Given possible financing constraints, it will be interesting to see if there is further consolidation within the lithium sector over the next year or so.
Funding constraints for developers/explorers might result in future supply issues and therefore rising prices, which is not what the GS report was indicating.
Cheers, TCS
Good News & Bad News, page-11606
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