short term rebound in lithium prices may be restocking. But I...

short term rebound in lithium prices may be restocking. But I would be much more bullish re EV penetration in China and even more so rest of the world re both penetration and speed of increase (of course coming of a much lower base). Re swing supply - assumes a higher price in any case. We don't need a pricing environment that mirrors 2021. Achieving half that price would blow the shorts out of the water - and given the uncertainties around supply and demand that is absolutely feasible in the medium term. I think the risk is very much on the upside from where prices are now.