Does anyone actually know the breakdown of supply globally? How much is coming from Africa, China etc - i reckon even the most respected analysts have NFI
There is no point in supplying this information if you aren't going to believe it anyway.
If you just want someone to tell you that the lithium market isn't oversupplied then I'm sure you can read it here from various posters already.
Ignore the likes of Goldman Sachs if you like but they were right about the initial fall in lithium prices and secondly that the falls weren't over earlier this year.
Like it or not the shorters have been right and they aren't burning or even smoldering right now.
Good News & Bad News, page-44030
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