Need more time to see if this is a pivot.
PLS legends views [link]
Doesn't help that some major financial institutions are back predicting future lithium oversupply. Industry experts disagree [link]
Hooper on some of the silly assumptions in some of these reports. Expansion of high-cost supply in China while prices are near or below their cost curve seems like a silly assumption but that's in some of these reports [link]
I'm still of the opinion that demand will swamp supply especially if the current more moderated prices persist for a while which will act to stifle investment in new supply.
Need more time to see if this is a pivot. [ATTACH] PLS legends...
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