Yeah I get it …. Prices went up for spod so that means more demand will come on line in the form of more converters and battery manufacturers because clearly when the raw product is hard to get (supply constrained evidenced by said higher prices) that’s exactly when demand side will suddenly explode … and then it’s because more demand for lithium (spod) comes on line quickly that supply of spod will be in excess … umm … heard of the concept of delay to reach supply production capacity Cathie?
Yeah I get it …. Prices went up for spod so that means more...
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