Ok, so rather than all this information regarding how big lithium demand is going to be, which is then countered by how much oversupply there is, which is then countered by an angry holder saying how the condescending shorters are killing everyone which is then......someone please delete the HC GXY ticker so we can stop wasting the world's bandwidth on this puerile BS!
The smart information for the short to medium term should be all around the converters. How many, how soon, locations, capacity, known contracts etc.
So please, lets start a thread which is centred entirely around the converter side of the lithium market. This is where the real informative discussions can begin for both those with long and short positions.
Who knows, even the GXY management team might learn a thing or two from a thread like this
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