Growth, page-30

The actual punch line from the article....
And the kicker? Solid state batteries require around 20% more lithium says Moores: "There will be no price crash."

Orocobre (Albermale and SQM) directly sell refined lithium products to battery manufacturers and chemical companies around the world. This is a huge advantage as they only need to ship the lithium (not lithium + at a guess~10tonne of dirt and rock for every tonne of lithium). The price Orocobre receives is not closely related to the supply and demand in China, which is predominantly related to the Chinese (not global) EV and consumer electronics markets and spodumene DSO supply.
All the big car companies are making batteries where they need them and where the technology is e.g Japan, Europe, USA, Korea etc.
Just like iron ore is worth more in China than it is in Australia (for obvious reasons) spodumene or DSO is also worth more in China than Australia, and there was a period where lithium prices in China were inflated compared to world prices due to a short term supply glut. This is now over in China for the time being which has just brought lithium prices more inline with the rest of the world. As announced in ORE quarterly they are still receiving record prices and sell the majority of their production on forward exchange contracts so the prices they are quoting will be already locked in for them majority of production for the next 6 months.
And again the quote from your friend Moore is "There will be no price crash."