Everyone with an internet connection these days is an "expert"....

Everyone with an internet connection these days is an "expert". In the 2nd half of 2022 Juan said there would be a structural deficit in lithium supply from 2022-2030. Well, at least in one of those years, 2023, it was not the case, in fact the first year after 2022.
He's also called for a rebound in lithium prices at least a few times in 2023. Today we are as low as lithium has been probably since 2021, but rest assured, eventually it will hit a bottom and someone will claim to have called it right.
I predict we are close to the bottom for lithium prices now. Does that make me an expert? Everyone that in 2022 shared their long term predictions on lithium prices got it wrong for 2023. Some may say Goldman Sachs was not too far wrong with their prediction in the first half of 2022 that lithium prices would drop dramatically. Well, prices more than doubled after their prediction and then started the slide at the end of 2022. Just shows if you make a prediction that a price will go up or down, that eventually you'll end up being right. Just too many people calling themselves experts. I wouldn't put too much weight on what one person says. Just about the only certainty is the price lithium is trading at today. Predictions are just speculation. Loads of speculation the Chinese inventories are low and they will re-stock. Maybe not. Perhaps they just choose to continue to run at low inventory levels. Then there may only be a gradual impact on prices if demand roughly matches supply. Maybe lithium prices stay low for longer if some market comments is to be believed. Others say there will be re-stocking and prices will pick up significantly in a short time. Someone is right and someone is wrong.
Anyone can have an opinion, but that doesn't make one an expert.
US$1075/t 6% CIF China for Australian spodumene quoted on SMM today.
The trend is still down, but likely closer to a bottom now.