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I thought the article sums up the demand/supply thing very thoughtfully. Posters need to remind themselves that analysis such as presented here should be read as analysis and not as downramping. Demand for lithium from EVs will not materialise until it can be supplied. Chicken and the egg situation. A shorter takes the view that, while lithium producers and hopefuls work to create the supply, he/she can have a ball. The sp increases in recent days are caused by shortselling, and will be followed by another sudden dip. Note, however, that the volumes involved are low and the duration of up and down moves short. GXY has been through it's 'big short' until GXY announces details of how its two projects will be funded to completion. After that announcement and the sp surge (magnified by shorters positioning themselves), expect 'big short' action again.