How many times will GS approach the market with their opinions? They're like a broken record.
China is throwing everything they've got at Australia spodumene suppliers in order to down ramp the market. Big coincidence that all those contracts are about to be renewed.
The main point is this - BYD is growing at 50% per annum, and they are the largest EV manufacturer in China.
Good News & Bad News, page-19572
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