Hey Rob, no previous 'hazy' plans from me on AGY, perhaps the...

Hey Rob, no previous 'hazy' plans from me on AGY, perhaps the pale ale though they serve in the bakery at Friday night drinks might be.
My hazy comment was 'industry-wide' in intent, much as your point about painting a rosie picture.

Anyway, back to some news.
Supply:
* Here's what that spike in China lithium futures was about yesterday: https://www.mining.com/web/china-lithium-futures-ride-environmental-rollercoaster/

Demand:
* Cybertruck production starting to climb: https://electrek.co/2024/02/21/tesla-ramps-up-cybertruck-production-large-fleet-spotted/
* Big BEV buses coming: https://electrek.co/2024/02/20/seattle-double-decker-electric-buses-inductive-wireless-charging/

So many inputs on supply and demand side it's no wonder everyone's predictions are hazy in hindsight.

You might paint many here as a 'whole lotta AGY rosie'; I disagree, but anyways, time to clock off and rock out...