Supply number from China is way too high from 2024.
Chinese producers got their lithium extracted from ow quality lepo not spod
Currently majority of the productions are in suspension due to serious pollution issues affecting the main river system
When will the production resume is unknown and long term ramifications is also unknown, we may likely see reduction rather than increase production from China in 2023/2024.
To suggest or predict a massive increase from China is pure fantasy, is not going to happen.
Goalless Sucks 2023 number has been changed in their latest report from $13,000 per ton to $53,.000+ , no reasons given for the monumental stuff up or apology that caused major melt down to all lithium stocks around the globe from their prediction about 6 months ago.
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