What you pumpers fail to realise is that the gen 3 lepidolite mines are scaling up fast and are fully integrated. Listen to the latest episode from Battery Materials Review and even they admit they've been caught offgaurd by the speed and scale of these operations and also the supply coming out of Africa, albeit off a small base.
The price of lithium will be in the doldrums for quite a period of time to come. It obviously can't fall much further, however, there's not much upside anytime soon given the abundance of supply coming from lepidolite and Africa.
What you pumpers fail to realise is that the gen 3 lepidolite...
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