Joe Lowry said the price of Li has been low because China runs...

Joe Lowry said the price of Li has been low because China runs the oversupply narrative.

But curiously, I never read, see, or hear oversupply narrative coming from the Chinese sources. All reports about oversupply of Li I have read or heard are from the non-Chinese sources such as Goldman Sachs, and now Morgan Stanley (see above):

"Morgan Stanley: DataDig: Over supp-Li-ed

The problem isn’t likely to go away any time soon, suggests Morgan Stanley, who thinks lithium markets will remain in surplus until “beyond 2030”. The broker lays the blame on significant supply that’s about to be unlocked in Australia (Greenbushes ramping), China, Chile, and Africa (as it comes out of its wet season)."

So I checked if GS and MS deal in future markets. They do!

Sure, it is not the proof, but I think that is a piece of eveidence to what I have said more than once that the ones who control the price of Li are those traders of stock and future markets! They are the ones who create boom and bust cycles in commodities and profit from them.