Ok this "oversupply" or more correctly "slight, short term demand shortfall" seems to just be a storm in a teacup.
Literally nothing about the sector, outlook on the required energy revolution, and forced widespread uptake of EVs has changed.
A few unrelated issues have seen a slight pause on Chinas required supply, which when sorted, will just mean they need more to catch up.
I'm not really concerned.
Good News & Bad News, page-19559
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