Laurentian Research writes on Seeking Alpha that they expect...

Laurentian Research writes on Seeking Alpha that they expect oversupply of lithium in 2018 and lasting till 2020 when the world's gigafactories come online and demand catches back up. They advise caution in the meantime, and suggest positioning to pick up low-cost brine producers, naming Ore specifically. The article can be found here:

https://seekingalpha.com/article/4110963-lithium-big-short

What does the forum think of that timeline? Obviously with lithium being a raw material, and prices being so high, supply will ramp up and eventually bring prices down, but will it be so soon? @nui especially hoping you'll weigh in here with your usual level of insight.