Juan's flip flopping has been called out a few times now Very true, no one really has the ability to consistent predict these things. Quite a few banks along with BMI are on record predicting oversupply for the next few years. If they get this wrong (and I have a feeling they will), that will put the final nail in the coffin on taking these 'experts' seriously.
In other news, Arcadia, one of the largest lithium mines in Africa, is running at a loss (all while getting its employees killed and treating them like sh*t) [source]. Arcadia alongside Bikita are the biggest exporters of lithium out of Africa for the Chinese.
'This publication has also gathered that the company has, through official management communication, informed the now-established workers’ committee that the company was now running at a loss and would lay off workers and cut salaries beginning in 2024.'
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