Your rant of the quarter sounds sensible to me.
But the factors you mentioned, specifically about the CCP, seem to be lacking evidence or even baseless to me.
Could you please provide the evidence of your claim on CCP?
And if CCP, which is much bigger that Vanguard, State Street and Goldman Sachs combined, can really control the pricing of lithium, what hope do we (including Vanguard, State Street and Goldman Sachs) have in waiting for a price recovery? None!
The fact that Vanguard, State Street and Goldman Sachs and us little dogs here still believe in a price recovery for Li shows that your conspiracy theory on the dirty work by CCP doesn't make sense.
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